Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,957
+$628 QoQ
Shares Held
181
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,779
of 2,853 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $876,866 across 7 Banks - Diversified names. WFC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,359 | $444,841 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,178 | $181,082 | |
| 3 | UBS |
UBS Group AG
|
2,096 | $103,877 | |
| 4 | BNS |
Bank Of Nova Scotia
|
888 | $77,113 | |
| 5 | C |
Citigroup Inc
|
325 | $45,487 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
181 | $14,957 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in WFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,957 | 181 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,329 | 180 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||