Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$559,471
+$11,835 QoQ
Shares Held
6,770
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,739
of 2,859 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $2,020,047 across 5 Banks - Diversified names. WFC ranks #2 (27.7% of the industry book) .
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,471 | 6,770 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $547,636 | 6,879 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $632,174 | 6,783 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $861,082 | 10,273 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $930,593 | 11,615 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $1,012,167 | 14,099 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $1,190,427 | 16,948 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,019,756 | 18,052 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,090,043 | 18,354 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,193,106 | 20,585 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,013,784 | 20,597 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $452,360 | 11,071 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $464,998 | 10,895 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $407,254 | 10,895 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $400,883 | 9,709 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||