Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$130,158
-$14,334 QoQ
Shares Held
1,575
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,571
of 2,853 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $2,322,973 across 7 Banks - Diversified names. WFC ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,202 | $2,030,100 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
1,575 | $130,158 | |
| 3 | C |
Citigroup Inc
|
540 | $75,578 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
415 | $39,462 | |
| 5 | BAC |
Bank Of America Corp /De/
|
594 | $33,846 | |
| 6 | UBS |
UBS Group AG
|
183 | $9,069 | |
| 7 | RY |
Royal Bank Of Canada
|
23 | $4,760 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,158 | 1,575 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $144,492 | 1,815 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $143,155 | 1,536 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $96,560 | 1,152 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $85,007 | 1,061 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $82,127 | 1,144 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $80,214 | 1,142 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $65,867 | 1,166 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $95,439 | 1,607 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $89,490 | 1,544 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $72,107 | 1,465 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||