CREATIVE FINANCIAL DESIGNS INC /ADV
Position in WFC — Wells Fargo & Company/Mn
CIK 819864
KOKOMO, IN
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$164,453
+$33,177 QoQ
Shares Held
1,990
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,537
of 2,853 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,262,427 across 18 Banks - Diversified names. WFC ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
27,872 | $3,900,965 | |
| 2 | RY |
Royal Bank Of Canada
|
10,436 | $2,159,938 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,461 | $1,787,549 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,552 | $1,000,112 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,990 | $164,453 | |
| 6 | UBS |
UBS Group AG
|
2,909 | $144,170 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
213 | $20,254 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,292 | $17,829 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,453 | 1,990 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $131,276 | 1,649 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $133,928 | 1,437 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $69,402 | 828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $200,540 | 2,503 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $180,910 | 2,520 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $198,849 | 2,831 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $164,329 | 2,909 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $176,566 | 2,973 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $180,893 | 3,121 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $156,027 | 3,170 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $135,573 | 3,318 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $143,831 | 3,370 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $125,484 | 3,357 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $145,464 | 3,523 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $145,877 | 3,627 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $138,622 | 3,539 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $173,971 | 3,590 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $168,937 | 3,521 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $182,344 | 3,929 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $179,031 | 3,953 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $157,647 | 4,035 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $145,437 | 4,819 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $106,805 | 4,543 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $78,208 | 3,055 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||