Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,828,657
+$20,157 QoQ
Shares Held
22,128
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,044
of 2,859 holders
Holding Since
Dec 2021
19 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, 2026DRIVE WEALTH MANAGEMENT, LLC holds $11,889,702 across 13 Banks - Diversified names. WFC ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,377 | $3,396,703 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
22,128 | $1,828,657 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,503 | $1,168,260 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,525 | $905,731 | |
| 5 | RY |
Royal Bank Of Canada
|
3,647 | $754,818 | |
| 6 | C |
Citigroup Inc
|
5,088 | $712,116 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,498 | $650,454 | |
| 8 | UBS |
UBS Group AG
|
11,849 | $587,236 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,828,657 | 22,128 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,808,500 | 22,717 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $2,073,885 | 22,252 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,806,907 | 21,557 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,044,341 | 25,516 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,840,767 | 25,641 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,754,033 | 24,972 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,364,176 | 24,149 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,352,191 | 22,768 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,320,676 | 22,786 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,170,402 | 23,779 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $995,839 | 24,372 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,505,238 | 35,268 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,171,040 | 31,328 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,250,178 | 30,278 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $569,716 | 14,165 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $540,585 | 13,801 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $633,032 | 13,063 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $551,913 | 11,503 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||