Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$40,163
+$1,553 QoQ
Shares Held
486
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,721
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, 2026PFS Partners, LLC holds $1,067,198 across 6 Banks - Diversified names. WFC ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,057 | $673,317 | |
| 2 | C |
Citigroup Inc
|
1,341 | $187,686 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
1,022 | $147,791 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
486 | $40,163 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
648 | $15,279 | |
| 6 | BAC |
Bank Of America Corp /De/
|
52 | $2,962 |
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,163 | 486 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $38,610 | 485 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $45,108 | 484 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $40,485 | 483 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $38,617 | 482 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $22,326 | 311 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $21,844 | 311 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,568 | 311 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $18,470 | 311 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $18,025 | 311 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $15,307 | 311 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,707 | 311 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $13,273 | 311 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $11,625 | 311 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $12,841 | 311 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $12,508 | 311 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $12,181 | 311 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $15,071 | 311 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $14,921 | 311 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||