STEEL GROVE CAPITAL ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1166308 MEMPHIS, TN

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$406,919

+$14,920 QoQ

Shares Held

4,924

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,953

of 2,858 holders

Holding Since

Mar 2020

18 quarters on record

Financial Services · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $8,349,639 across 3 Banks - Diversified names. WFC ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	22,985	$7,523,680
2	C	Citigroup Inc	2,994	$419,040
3	WFC	Wells Fargo & Company/Mn This page	4,924	$406,919

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,919	4,924	0.0%	Shares	Sole	2026-07-28
2026-03-31	$391,999	4,924	+0.8%	Shares	Sole	2026-05-07
2025-12-31	$455,188	4,884	0.0%	Shares	Sole	2026-02-09
2025-09-30	$409,376	4,884	0.0%	Shares	Sole	2025-11-14
2025-06-30	$391,306	4,884	0.0%	Shares	Sole	2025-07-30
2025-03-31	$350,622	4,884	0.0%	Shares	Sole	2025-04-21
2024-12-31	$343,052	4,884	0.0%	Shares	Sole	2025-02-14
2024-09-30	$275,897	4,884	0.0%	Shares	Sole	2024-11-07
2024-06-30	$290,060	4,884	-34.0%	Shares	Sole	2024-08-14
2024-03-31	$429,019	7,402	+51.0%	Shares	Sole	2024-05-15
2023-12-31	$241,276	4,902	-2.2%	Shares	Sole	2024-01-18
2023-09-30	$204,790	5,012	+2.2%	Shares	Sole	2023-10-10
2023-06-30	$209,217	4,902	-90.7%	Shares	Sole	2023-07-13
2021-03-31	$2,053,011	52,547	0.0%	Shares	Sole	2021-05-17
2020-12-31	$1,585,868	52,547	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,235,379	52,547	-1.4%	Shares	Sole	2020-11-16
2020-06-30	$1,363,865	53,276	+5.5%	Shares	Sole	2020-08-14
2020-03-31	$1,449,780	50,515	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.