Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$209,079
+$13,319 QoQ
Shares Held
2,530
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,482
of 2,853 holders
Holding Since
Dec 2025
3 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, 2026Sovran Advisors, LLC holds $7,911,329 across 6 Banks - Diversified names. WFC ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,417 | $5,701,106 | |
| 2 | BAC |
Bank Of America Corp /De/
|
10,867 | $619,201 | |
| 3 | SAN |
Banco Santander, S.A.
|
39,827 | $549,612 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,086 | $446,266 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,060 | $386,065 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
2,530 | $209,079 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,079 | 2,530 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $195,760 | 2,459 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $229,178 | 2,459 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||