Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,894,079
+$2,438,411 QoQ
Shares Held
47,121
+157.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#762
of 2,859 holders
Holding Since
Dec 2022
15 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. WFC ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,504 | $238,105 |
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,894,079 | 47,121 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,455,668 | 18,285 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,812,740 | 19,450 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,789,892 | 21,354 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,515,630 | 18,917 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,189,847 | 16,574 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,081,485 | 15,397 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,620,246 | 28,682 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,751,114 | 29,485 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,539,401 | 43,813 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,045,780 | 41,564 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,180,281 | 28,886 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,005,327 | 23,555 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $611,200 | 16,351 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $505,678 | 12,247 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||