Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$392,622
-$412 QoQ
Shares Held
4,751
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,976
of 2,858 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $5,164,872 across 4 Banks - Diversified names. WFC ranks #3 (7.6% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,622 | 4,751 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $393,034 | 4,937 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $417,536 | 4,480 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $408,454 | 4,873 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $392,427 | 4,898 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $223,051 | 3,107 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $414,064 | 5,895 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $333,008 | 5,895 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $378,017 | 6,365 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $377,899 | 6,520 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||