Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$277,091
+$28,620 QoQ
Shares Held
3,353
+25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,260
of 2,858 holders
Holding Since
Jun 2025
4 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, 2026AGH Wealth Advisors, LLC holds $3,596,689 across 4 Banks - Diversified names. WFC ranks #3 (7.7% of the industry book) .
All Filings in WFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,091 | 3,353 | Shares | Other | 2026-07-22 | |
| 2025-12-31 | $248,471 | 2,666 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $257,578 | 3,073 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $221,692 | 2,767 | Shares | Other | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||