Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$61,153
+$2,242 QoQ
Shares Held
740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,668
of 2,859 holders
Holding Since
Dec 2025
3 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, 2026Monetary Solutions, Ltd holds $4,476,091 across 11 Banks - Diversified names. WFC ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,409 | $4,389,167 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
740 | $61,153 | |
| 3 | C |
Citigroup Inc
|
94 | $13,156 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
29 | $2,757 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
100 | $1,989 | |
| 6 | UBS |
UBS Group AG
|
38 | $1,883 | |
| 7 | SAN |
Banco Santander, S.A.
|
128 | $1,766 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
52 | $1,303 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,153 | 740 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $58,911 | 740 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $68,968 | 740 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||