Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,782,627
-$2,706 QoQ
Shares Held
21,571
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,052
of 2,858 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $28,009,811 across 4 Banks - Diversified names. WFC ranks #4 (6.4% of the industry book) .
All Filings in WFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,627 | 21,571 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,785,333 | 22,426 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,669,714 | 28,645 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $3,050,377 | 36,392 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,214,815 | 40,125 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $2,841,089 | 39,575 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,007,606 | 42,819 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,585,321 | 45,766 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $3,773,224 | 63,533 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $3,966,840 | 68,441 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $4,092,101 | 83,139 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $3,478,125 | 85,123 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $3,943,375 | 92,394 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $3,453,687 | 92,394 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||