Ashton Thomas Private Wealth, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2019663
SCOTTSDALE, AZ
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,178,731
+$6,601,026 QoQ
Shares Held
256,277
+40.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#368
of 2,853 holders
Holding Since
Mar 2020
24 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, 2026Ashton Thomas Private Wealth, LLC holds $94,360,587 across 14 Banks - Diversified names. WFC ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,989 | $34,366,049 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
256,277 | $21,178,731 | |
| 3 | C |
Citigroup Inc
|
107,345 | $15,024,006 | |
| 4 | BAC |
Bank Of America Corp /De/
|
245,574 | $13,992,806 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
30,365 | $4,391,082 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
48,076 | $1,204,784 | |
| 7 | SAN |
Banco Santander, S.A.
|
74,760 | $1,031,688 | |
| 8 | ING |
Ing Groep NV
|
20,190 | $633,562 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,178,731 | 256,277 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,577,705 | 183,114 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,558,077 | 199,121 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,000,035 | 167,025 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,150,496 | 164,135 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,209,756 | 170,076 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,835,636 | 140,029 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,961,672 | 105,535 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,588,785 | 110,941 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,429,676 | 110,933 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,297,745 | 107,634 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $4,762,519 | 116,557 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $4,775,166 | 111,883 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $3,901,687 | 104,379 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $4,467,784 | 108,205 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $4,427,377 | 110,079 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $4,539,254 | 115,886 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $5,430,039 | 112,052 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $2,513,000 | 52,376 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $328,489 | 7,078 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $320,562 | 7,078 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $273,685 | 7,005 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $220,464 | 7,305 | Shares | Sole | 2024-04-22 | |
| 2020-03-31 | $495,333 | 17,259 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||