Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,517,021
-$108,614 QoQ
Shares Held
18,357
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,128
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $13,406,682 across 6 Banks - Diversified names. WFC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,794 | $6,806,499 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,758 | $2,721,250 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
18,357 | $1,517,021 | |
| 4 | C |
Citigroup Inc
|
10,589 | $1,482,036 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,494 | $649,876 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,517,021 | 18,357 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,625,635 | 20,420 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $1,954,217 | 20,968 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,201,559 | 14,335 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $849,752 | 10,606 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $476,613 | 6,639 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $529,679 | 7,541 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||