Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$440,718
+$119,493 QoQ
Shares Held
5,333
+32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,892
of 2,858 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 80%
Shared 20%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $9,039,404 across 6 Banks - Diversified names. WFC ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,422 | $6,030,072 | |
| 2 | RY |
Royal Bank Of Canada
|
6,501 | $1,345,511 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,981 | $682,676 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
5,333 | $440,718 | |
| 5 | C |
Citigroup Inc
|
2,531 | $354,238 | |
| 6 | SAN |
Banco Santander, S.A.
|
13,492 | $186,189 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,718 | 5,333 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $321,225 | 4,035 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $449,223 | 4,820 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $388,169 | 4,631 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $267,680 | 3,341 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $250,259 | 3,486 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $244,856 | 3,486 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||