Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,429,280
-$10,653 QoQ
Shares Held
102,000
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#543
of 2,859 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. WFC ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,429,280 | 102,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,439,933 | 106,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,965,717 | 31,821 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,529,603 | 30,179 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,417,300 | 30,171 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,063,890 | 28,749 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,012,376 | 28,650 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,572,060 | 27,829 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,654,070 | 27,851 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,580,916 | 27,276 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,323,673 | 26,893 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $972,345 | 23,797 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $911,986 | 21,368 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $780,681 | 20,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $840,168 | 20,348 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $585,080 | 14,547 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $569,805 | 14,547 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $661,644 | 13,790 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $5,758,738 | 124,084 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,934,665 | 131,037 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,109,652 | 130,782 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||