Forvis Mazars Wealth Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1352864 Springfield, MO

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$898,296

+$11,043 QoQ

Shares Held

10,870

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,429

of 2,858 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $31,824,030 across 4 Banks - Diversified names. WFC ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	65,662	$21,493,142
2	BAC	Bank Of America Corp /De/	157,908	$8,997,597
3	WFC	Wells Fargo & Company/Mn This page	10,870	$898,296
4	C	Citigroup Inc	3,108	$434,995

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$898,296	10,870	-2.5%	Shares	Sole	2026-08-10
2026-03-31	$887,253	11,145	-9.0%	Shares	Sole	2026-05-01
2025-12-31	$1,141,234	12,245	-7.2%	Shares	Sole	2026-02-10
2025-09-30	$1,105,585	13,190	-4.0%	Shares	Sole	2025-10-30
2025-06-30	$1,100,528	13,736	+5.8%	Shares	Sole	2025-07-29
2025-03-31	$931,690	12,978	+1.2%	Shares	Sole	2025-05-13
2024-12-31	$900,406	12,819	-1.4%	Shares	Sole	2025-02-04
2024-09-30	$734,257	12,998	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$802,240	13,508	-50.4%	Shares	Sole	2024-08-09
2024-03-31	$1,577,787	27,222	+154.2%	Shares	Sole	2024-04-19
2023-12-31	$526,998	10,707	-14.2%	Shares	Sole	2024-01-11
2023-09-30	$510,096	12,484	+1.0%	Shares	Sole	2023-10-26
2023-06-30	$527,567	12,361	-5.5%	Shares	Sole	2023-08-08
2023-03-31	$489,117	13,085	-1.5%	Shares	Sole	2023-04-27
2022-12-31	$548,702	13,289	-3.0%	Shares	Sole	2023-02-03
2022-09-30	$550,732	13,693	-5.8%	Shares	Sole	2022-10-14
2022-06-30	$569,531	14,540	+15.2%	Shares	Sole	2022-07-22
2022-03-31	$611,613	12,621	+29.4%	Shares	Sole	2022-05-10
2021-12-31	$467,805	9,750	+10.8%	Shares	Sole	2022-01-14
2021-09-30	$408,268	8,797	-40.8%	Shares	Sole	2021-10-14
2020-06-30	$380,390	14,859	-34.2%	Shares	Sole	2020-07-15
2020-03-31	$648,419	22,593	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.