TOUNJIAN ADVISORY PARTNERS, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2039850
FORT MYERS, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,246
-$202,980 QoQ
Shares Held
245
-91.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,765
of 2,859 holders
Holding Since
Mar 2025
6 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, 2026TOUNJIAN ADVISORY PARTNERS, LLC holds $401,775 across 9 Banks - Diversified names. WFC ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
651 | $213,091 | |
| 2 | C |
Citigroup Inc
|
386 | $54,024 | |
| 3 | BAC |
Bank Of America Corp /De/
|
878 | $50,027 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
221 | $31,958 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
245 | $20,246 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
101 | $17,846 | |
| 7 | UBS |
UBS Group AG
|
116 | $5,748 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
266 | $5,290 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,246 | 245 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $223,226 | 2,804 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $293,393 | 3,148 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $277,611 | 3,312 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $426,398 | 5,322 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $391,829 | 5,458 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||