Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,756,843
+$418,281 QoQ
Shares Held
21,259
+26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,057
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $7,366,870 across 4 Banks - Diversified names. WFC ranks #3 (23.8% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,756,843 | 21,259 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,338,562 | 16,814 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,313,840 | 14,097 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $983,627 | 11,735 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,131,294 | 14,120 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,007,859 | 14,039 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $407,181 | 5,797 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $254,374 | 4,503 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $215,051 | 3,621 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||