STRATEGY ASSET MANAGERS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1166716 PASADENA, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$200,071

-$176,404 QoQ

Shares Held

2,421

-48.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,509

of 2,859 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $25,557,206 across 5 Banks - Diversified names. WFC ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	69,657	$22,800,825
2	BNY	Bank of New York Mellon Corp	8,725	$1,261,722
3	C	Citigroup Inc	6,246	$874,190
4	BAC	Bank Of America Corp /De/	7,378	$420,398
5	WFC	Wells Fargo & Company/Mn This page	2,421	$200,071

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,071	2,421	-48.8%	Shares	Sole	2026-08-14
2026-03-31	$376,475	4,729	-1.3%	Shares	Sole	2026-05-12
2025-12-31	$446,428	4,790	+9.6%	Shares	Sole	2026-02-11
2025-09-30	$366,461	4,372	-2.8%	Shares	Sole	2025-11-04
2025-06-30	$360,379	4,498	-63.1%	Shares	Sole	2025-08-07
2024-12-31	$857,138	12,203	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$690,929	12,231	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.