Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$89,416
+$3,278 QoQ
Shares Held
1,082
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,623
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $4,349,177 across 8 Banks - Diversified names. WFC ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,646 | $3,484,755 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,192 | $409,800 | |
| 3 | UBS |
UBS Group AG
|
4,894 | $242,546 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
1,082 | $89,416 | |
| 5 | C |
Citigroup Inc
|
546 | $76,418 | |
| 6 | TD |
Toronto Dominion Bank
|
238 | $28,900 | |
| 7 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
49 | $8,658 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,416 | 1,082 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $86,138 | 1,082 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $103,545 | 1,111 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $93,962 | 1,121 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $94,781 | 1,183 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $84,927 | 1,183 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $97,844 | 1,393 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $57,111 | 1,011 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $60,043 | 1,011 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $58,597 | 1,011 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $302,801 | 6,152 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $251,329 | 6,151 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $94,109 | 2,205 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $82,198 | 2,199 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $90,548 | 2,193 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $88,001 | 2,188 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $85,468 | 2,182 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $105,545 | 2,178 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $64,245 | 1,339 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $62,142 | 1,339 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $84,239 | 1,860 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $1,860 | 72,670 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $56,134 | 1,860 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $62,724 | 2,668 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $68,300 | 2,668 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $76,571 | 2,668 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||