Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$202,881
+$9,748 QoQ
Shares Held
2,455
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,500
of 2,853 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026American Capital Advisory, LLC holds $3,463,099 across 14 Banks - Diversified names. WFC ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
36,934 | $2,104,499 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,995 | $980,353 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,455 | $202,881 | |
| 4 | TD |
Toronto Dominion Bank
|
801 | $97,265 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
153 | $14,548 | |
| 6 | C |
Citigroup Inc
|
81 | $11,336 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
474 | $9,427 | |
| 8 | UBS |
UBS Group AG
|
174 | $8,623 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,881 | 2,455 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $193,133 | 2,426 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $228,433 | 2,451 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $203,431 | 2,427 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $206,228 | 2,574 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $179,403 | 2,499 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $200,605 | 2,856 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $161,222 | 2,854 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $169,023 | 2,846 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $164,374 | 2,836 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $140,080 | 2,846 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||