Quantum Financial Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1929139
SANTA MONICA, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$411,795
-$20,009 QoQ
Shares Held
4,983
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,942
of 2,859 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $5,527,684 across 6 Banks - Diversified names. WFC ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,511 | $3,113,235 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,950 | $737,891 | |
| 3 | RY |
Royal Bank Of Canada
|
3,156 | $653,197 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
4,983 | $411,795 | |
| 5 | C |
Citigroup Inc
|
2,299 | $321,768 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,004 | $289,798 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,795 | 4,983 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $431,804 | 5,424 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $468,143 | 5,023 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $418,597 | 4,994 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $400,119 | 4,994 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $358,806 | 4,998 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $350,638 | 4,992 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $281,998 | 4,992 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $296,474 | 4,992 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $289,336 | 4,992 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||