ProVise Management Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1305707 CLEARWATER, FL

Position in WFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$28,475,016

+$1,093,237 QoQ

Shares Held

344,567

+0.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

3.20%

of 13F equity value

Holder Rank

#327

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $84,863,298 across 5 Banks - Diversified names. WFC ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	104,741	$34,284,871
2	WFC	Wells Fargo & Company/Mn This page	344,567	$28,475,016
3	BNY	Bank of New York Mellon Corp	94,228	$13,626,311
4	C	Citigroup Inc	31,859	$4,458,985
5	BAC	Bank Of America Corp /De/	70,518	$4,018,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,475,016	344,567	+0.2%	Shares	Sole	2026-08-03
2026-03-31	$27,381,779	343,949	-2.3%	Shares	Sole	2026-05-07
2025-12-31	$32,825,133	352,201	-0.6%	Shares	Sole	2026-01-29
2025-09-30	$29,690,468	354,217	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$28,024,053	349,776	+0.5%	Shares	Sole	2025-08-08
2025-03-31	$24,983,135	348,003	-1.2%	Shares	Sole	2025-05-08
2024-12-31	$24,736,210	352,167	-5.1%	Shares	Sole	2025-02-11
2024-09-30	$20,972,985	371,269	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$21,532,082	362,554	+2.4%	Shares	Sole	2024-08-12
2024-03-31	$20,518,129	354,005	+4.9%	Shares	Sole	2024-05-09
2023-12-31	$16,602,742	337,317	+1.5%	Shares	Sole	2024-02-09
2023-09-30	$13,580,556	332,368	+4.4%	Shares	Sole	2023-11-08
2023-06-30	$13,593,195	318,491	+9.0%	Shares	Sole	2023-08-24
2023-03-31	$10,923,183	292,220	+9.5%	Shares	Sole	2023-05-08
2022-12-31	$11,023,067	266,967	+6.7%	Shares	Sole	2023-02-10
2022-09-30	$10,058,539	250,088	+5.4%	Shares	Sole	2022-11-09
2022-06-30	$9,295,315	237,307	+10.2%	Shares	Sole	2022-08-08
2022-03-31	$10,433,922	215,310	+5.4%	Shares	Sole	2022-04-27
2021-12-31	$9,805,720	204,371	+6.6%	Shares	Sole	2022-01-18
2021-09-30	$8,896,147	191,686	+4.3%	Shares	Sole	2021-10-20
2021-06-30	$8,321,811	183,745	+21.3%	Shares	Sole	2021-08-06
2021-03-31	$5,918,167	151,476	+271.2%	Shares	Sole	2021-04-22
2020-12-31	$1,231,645	40,810	-60.2%	Shares	Sole	2021-01-19
2020-09-30	$2,410,621	102,536	-45.3%	Shares	Sole	2020-10-26
2020-06-30	$4,794,931	187,302	-1.5%	Shares	Sole	2020-08-07
2020-03-31	$5,457,706	190,164	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.