Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$802,517
+$46,774 QoQ
Shares Held
9,711
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,494
of 2,853 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, 2026VALLEY NATIONAL ADVISERS INC holds $8,481,347 across 10 Banks - Diversified names. WFC ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,352 | $3,715,850 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
22,008 | $3,182,576 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
9,711 | $802,517 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,735 | $668,660 | |
| 5 | TD |
Toronto Dominion Bank
|
250 | $30,357 | |
| 6 | C |
Citigroup Inc
|
190 | $26,592 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
200 | $19,018 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146 | $16,790 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,517 | 9,711 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $755,743 | 9,577 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $910,004 | 9,764 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $817,328 | 9,751 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $798,155 | 9,962 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $674,755 | 9,422 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $641,924 | 9,162 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $515,528 | 9,149 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,467,587 | 24,734 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,466,389 | 25,323 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,252,994 | 25,480 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $998,740 | 24,443 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,081,382 | 25,337 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $987,169 | 26,432 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,102,979 | 26,713 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,114,455 | 27,709 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,094,488 | 27,942 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,361,919 | 28,104 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,366,998 | 28,491 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,341,852 | 28,913 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,317,169 | 29,083 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,135,256 | 29,057 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $829,286 | 27,478 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $826,258 | 35,145 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $948,992 | 37,070 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,527,528 | 53,224 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||