WBI INVESTMENTS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1397424 RED BANK, NJ

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$236,019

+$8,653 QoQ

Shares Held

2,856

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,392

of 2,859 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $1,820,429 across 3 Banks - Diversified names. WFC ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	6,795	$951,027
2	JPM	Jpmorgan Chase & Co	1,935	$633,383
3	WFC	Wells Fargo & Company/Mn This page	2,856	$236,019

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,019	2,856	0.0%	Shares	Sole	2026-08-11
2026-03-31	$227,366	2,856	-0.6%	Shares	Sole	2026-05-11
2025-12-31	$267,670	2,872	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$240,395	2,868	-78.9%	Shares	Sole	2025-11-20
2020-06-30	$348,236	13,603	+19.3%	Shares	Defined	2020-08-11
2020-03-31	$327,323	11,405	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.