Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$615,089
+$7,506 QoQ
Shares Held
7,443
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,660
of 2,853 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Global Assets Advisory, LLC holds $2,976,111 across 4 Banks - Diversified names. WFC ranks #2 (20.7% of the industry book) .
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,089 | 7,443 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $607,583 | 7,632 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $683,156 | 7,330 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $614,400 | 7,330 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $587,279 | 7,330 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $495,262 | 7,051 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $433,730 | 7,678 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $420,243 | 7,076 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $790 | 45,512 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||