Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,770,940
+$9,408,556 QoQ
Shares Held
118,235
+2497.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#510
of 2,858 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, 2026Excelsior Advisor Network LLC holds $19,178,491 across 4 Banks - Diversified names. WFC ranks #1 (50.9% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,770,940 | 118,235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $362,384 | 4,552 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,344 | 4,317 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||