Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$767,560
+$27,108 QoQ
Shares Held
9,288
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,529
of 2,858 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, 2026EVERPAR ADVISORS LLC holds $14,983,958 across 6 Banks - Diversified names. WFC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,866 | $11,412,687 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,405 | $1,162,676 | |
| 3 | C |
Citigroup Inc
|
5,840 | $817,366 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
9,288 | $767,560 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,269 | $472,730 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,644 | $350,939 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,560 | 9,288 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $740,452 | 9,301 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $875,893 | 9,398 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $818,418 | 9,764 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $678,376 | 8,467 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $522,056 | 7,272 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $505,728 | 7,200 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $448,361 | 7,937 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $483,672 | 8,144 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $440,959 | 7,608 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $894,179 | 18,167 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||