Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,066,378
+$337,240 QoQ
Shares Held
121,810
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#503
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, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. WFC ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
9,765 | $928,553 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,066,378 | 121,810 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,729,138 | 122,210 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,049,942 | 107,832 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,526,840 | 101,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,784,379 | 97,159 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,076,808 | 84,647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,441,148 | 91,702 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,211,654 | 92,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,792,781 | 97,538 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,715,831 | 46,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,429,794 | 49,366 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,106,046 | 51,543 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,114,367 | 49,540 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,939,237 | 51,879 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,271,610 | 55,016 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,245,321 | 55,826 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,354,861 | 60,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,127,463 | 64,537 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,905,668 | 60,560 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,832,123 | 61,024 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,000,148 | 88,323 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,138,567 | 105,927 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,831,970 | 93,836 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,531,627 | 107,683 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,747,801 | 107,336 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,526,432 | 88,029 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||