Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$228,499
+$9,492 QoQ
Shares Held
2,765
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,414
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $5,444,084 across 9 Banks - Diversified names. WFC ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,218 | $3,671,987 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,099 | $1,259,201 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,765 | $228,499 | |
| 4 | C |
Citigroup Inc
|
994 | $139,120 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
733 | $105,999 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,096 | $27,465 | |
| 7 | TD |
Toronto Dominion Bank
|
40 | $4,857 | |
| 8 | UBS |
UBS Group AG
|
85 | $4,212 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,499 | 2,765 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $219,007 | 2,751 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $249,682 | 2,679 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $219,356 | 2,617 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $218,166 | 2,723 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $200,509 | 2,793 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $196,180 | 2,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $157,776 | 2,793 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $165,876 | 2,793 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $168,837 | 2,913 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $163,065 | 3,313 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $130,139 | 3,185 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $135,935 | 3,185 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $89,151 | 2,385 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $98,476 | 2,385 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $95,924 | 2,385 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $94,282 | 2,407 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $113,832 | 2,349 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $111,649 | 2,327 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $107,996 | 2,327 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $111,186 | 2,455 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $95,916 | 2,455 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $74,091 | 2,455 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $65,169 | 2,772 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $82,380 | 3,218 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $121,343 | 4,228 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||