Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$924,576
+$59,295 QoQ
Shares Held
11,188
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,400
of 2,868 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $22,478,734 across 6 Banks - Diversified names. WFC ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,608 | $12,964,886 | |
| 2 | BAC |
Bank Of America Corp /De/
|
137,396 | $7,828,824 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
11,188 | $924,576 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,133 | $281,105 | |
| 5 | SAN |
Banco Santander, S.A.
|
19,500 | $269,100 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,211 | $210,243 |
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,576 | 11,188 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $865,281 | 10,869 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $754,267 | 8,093 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $671,901 | 8,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $636,954 | 7,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $572,740 | 7,978 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $535,790 | 7,628 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $489,203 | 8,660 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $730,556 | 12,301 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $523,552 | 9,033 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $388,690 | 7,897 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $277,138 | 6,712 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $251,857 | 6,262 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||