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Affiance Financial, LLC

SEC CIK
0001723681
Latest filing
Jul 9, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Affiance Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
2,550
Value
$210.7K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2022
Holdings of WFC by Affiance Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,550$210.7K<0.1%00.0%UnchangedHolders
Q1 20262,550$203.0K<0.1%00.0%UnchangedHolders
Q4 20252,550$237.7K<0.1%00.0%UnchangedHolders
Q3 20252,550$213.7K<0.1%00.0%UnchangedHolders
Q2 20252,550$204.3K<0.1%+2,550NewHolders
Q4 20240$00.0%−3,683−100.0%Sold outHolders
Q3 20243,683$208.1K0.1%00.0%UnchangedHolders
Q2 20243,683$218.7K0.1%00.0%UnchangedHolders
Q1 20243,683$213.5K0.1%+3,683NewHolders
Q1 20230$00.0%−3,786−100.0%Sold outHolders
Q4 20223,786$156.3K0.1%+3,786NewHolders