Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$297,586
-$20,057 QoQ
Shares Held
3,601
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,206
of 2,859 holders
Holding Since
Jun 2024
5 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, 2026United Advisor Group, LLC holds $9,988,282 across 5 Banks - Diversified names. WFC ranks #4 (3.0% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,586 | 3,601 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $317,643 | 3,990 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $353,321 | 3,791 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $237,210 | 2,830 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $432,359 | 7,280 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||