Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$645,253
+$22,783 QoQ
Shares Held
7,808
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,639
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $9,203,760 across 6 Banks - Diversified names. WFC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,682 | $6,115,179 | |
| 2 | C |
Citigroup Inc
|
6,152 | $861,033 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,937 | $858,549 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
7,808 | $645,253 | |
| 5 | BAC |
Bank Of America Corp /De/
|
7,678 | $437,492 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,620 | $286,254 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,253 | 7,808 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $622,470 | 7,819 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $959,307 | 10,293 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $835,098 | 9,963 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $831,164 | 10,374 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $627,085 | 8,735 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $612,844 | 8,725 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $492,253 | 8,714 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $546,447 | 9,201 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $528,189 | 9,113 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $419,649 | 8,526 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $423,636 | 10,368 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $484,161 | 11,344 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $406,208 | 10,867 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $366,242 | 8,870 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $358,239 | 8,907 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $374,347 | 9,557 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $681,735 | 14,068 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $768,927 | 16,026 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $742,745 | 16,004 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $722,964 | 15,963 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $640,708 | 16,399 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $477,749 | 15,830 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $337,697 | 14,364 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $338,841 | 13,236 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $287,803 | 10,028 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||