Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$63,550
+$15,307 QoQ
Shares Held
769
+26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,660
of 2,853 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $4,567,127 across 7 Banks - Diversified names. WFC ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,306 | $3,373,462 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
5,350 | $773,663 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,320 | $208,499 | |
| 4 | C |
Citigroup Inc
|
989 | $138,420 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
769 | $63,550 | |
| 6 | BAC |
Bank Of America Corp /De/
|
167 | $9,515 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
0 | $18 |
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,550 | 769 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $48,243 | 606 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,947 | 96 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,046 | 96 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||