Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$307,007
+$30,204 QoQ
Shares Held
3,715
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,185
of 2,858 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $10,266,162 across 4 Banks - Diversified names. WFC ranks #4 (3.0% of the industry book) .
All Filings in WFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,007 | 3,715 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $276,803 | 3,477 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $338,316 | 3,630 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $300,578 | 3,586 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $293,399 | 3,662 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $224,846 | 3,132 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $207,769 | 2,958 | Shares | Sole | 2025-01-17 | |
| 2023-09-30 | $205,975 | 5,041 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||