Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$738,471
+$349,895 QoQ
Shares Held
8,936
+83.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,549
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $8,989,137 across 5 Banks - Diversified names. WFC ranks #3 (8.2% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,471 | 8,936 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $388,576 | 4,881 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $468,236 | 5,024 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $387,416 | 4,622 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $252,458 | 3,151 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||