Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$239,490
+$28,842 QoQ
Shares Held
2,898
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,375
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026IFC Advisors LLC holds $12,497,105 across 4 Banks - Diversified names. WFC ranks #4 (1.9% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,490 | 2,898 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $210,648 | 2,646 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $331,232 | 3,554 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $263,949 | 3,149 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $213,920 | 2,670 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||