ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in WFC — Wells Fargo & Company/Mn
CIK 771572
ROCHESTER, NY
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$761,527
+$90,097 QoQ
Shares Held
9,215
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,534
of 2,858 holders
Holding Since
Sep 2024
8 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, 2026ASHTON THOMAS SECURITIES, LLC holds $8,343,491 across 4 Banks - Diversified names. WFC ranks #3 (9.1% of the industry book) .
All Filings in WFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,527 | 9,215 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $671,430 | 8,434 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $416,417 | 4,468 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $374,256 | 4,465 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $276,974 | 3,457 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $267,776 | 3,730 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,342 | 3,678 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $176,022 | 3,116 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||