Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$72,062
+$13,310 QoQ
Shares Held
872
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,646
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, 2026Valued Wealth Advisors LLC holds $564,949 across 10 Banks - Diversified names. WFC ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
787 | $257,608 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,878 | $107,008 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
872 | $72,062 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
333 | $48,155 | |
| 5 | C |
Citigroup Inc
|
231 | $32,330 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
189 | $17,972 | |
| 7 | SAN |
Banco Santander, S.A.
|
925 | $12,765 | |
| 8 | ING |
Ing Groep NV
|
297 | $9,319 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,062 | 872 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $58,752 | 738 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $65,333 | 701 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $55,824 | 666 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $51,517 | 643 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $57,144 | 796 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $50,151 | 714 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $27,680 | 490 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $37,415 | 630 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $23,763 | 410 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,991 | 203 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||