New England Capital Financial Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1964652 MERIDEN, CT

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$69,334

+$2,542 QoQ

Shares Held

839

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,649

of 2,853 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $421,380 across 7 Banks - Diversified names. WFC ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	702	$229,785
2	WFC	Wells Fargo & Company/Mn This page	839	$69,334
3	BNY	Bank of New York Mellon Corp	340	$49,167
4	C	Citigroup Inc	252	$35,269
5	BAC	Bank Of America Corp /De/	428	$24,387
6	BNS	Bank Of Nova Scotia	100	$8,684
7	HSBC	Hsbc Holdings PLC	50	$4,754

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,334	839	0.0%	Shares	Sole	2026-07-27
2026-03-31	$66,792	839	0.0%	Shares	Sole	2026-04-27
2025-12-31	$78,194	839	0.0%	Shares	Sole	2026-02-02
2025-09-30	$70,324	839	0.0%	Shares	Sole	2025-10-22
2025-06-30	$67,220	839	0.0%	Shares	Sole	2025-08-08
2025-03-31	$60,231	839	-19.6%	Shares	Sole	2025-05-05
2024-12-31	$73,330	1,044	-4.5%	Shares	Sole	2025-02-04
2024-09-30	$61,743	1,093	-8.2%	Shares	Sole	2024-10-30
2024-06-30	$70,733	1,191	-12.7%	Shares	Sole	2024-07-29
2024-03-31	$79,115	1,365	-6.6%	Shares	Sole	2024-05-02
2023-12-31	$71,910	1,461	+0.8%	Shares	Sole	2024-02-01
2023-09-30	$59,247	1,450	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$61,416	1,439	+0.7%	Shares	Sole	2023-08-02
2023-03-31	$53,416	1,429	+12.3%	Shares	Sole	2023-05-04
2022-12-31	$52,520	1,272	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.