AFFINITY INVESTMENT ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1520601 NEWPORT BEACH, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,362,981

+$47,426 QoQ

Shares Held

16,493

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,185

of 2,859 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $12,096,401 across 5 Banks - Diversified names. WFC ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,621	$4,458,561
2	BAC	Bank Of America Corp /De/	58,830	$3,352,133
3	C	Citigroup Inc	14,209	$1,988,691
4	WFC	Wells Fargo & Company/Mn This page	16,493	$1,362,981
5	BNY	Bank of New York Mellon Corp	6,459	$934,035

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,362,981	16,493	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$1,315,555	16,525	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$1,542,926	16,555	-0.8%	Shares	Sole	2026-02-12
2025-09-30	$1,399,374	16,695	-5.4%	Shares	Sole	2025-11-10
2025-06-30	$1,413,637	17,644	-7.2%	Shares	Sole	2025-08-14
2025-03-31	$1,365,302	19,018	-2.1%	Shares	Sole	2025-05-13
2024-12-31	$1,364,271	19,423	-1.3%	Shares	Sole	2025-02-11
2024-09-30	$1,111,497	19,676	-2.3%	Shares	Sole	2024-10-28
2024-06-30	$1,195,520	20,130	-4.1%	Shares	Sole	2024-08-13
2024-03-31	$1,216,696	20,992	-3.9%	Shares	Sole	2024-05-03
2023-12-31	$1,075,506	21,851	-7.3%	Shares	Sole	2024-02-09
2023-09-30	$963,478	23,580	-2.2%	Shares	Sole	2023-10-26
2023-06-30	$1,029,057	24,111	-19.6%	Shares	Sole	2023-08-10
2023-03-31	$1,120,390	29,973	-55.2%	Shares	Sole	2023-05-05
2022-12-31	$2,760,195	66,849	-10.0%	Shares	Sole	2023-02-08
2022-09-30	$2,988,587	74,306	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$2,926,234	74,706	+9.0%	Shares	Sole	2022-07-27
2022-03-31	$3,321,399	68,539	-1.7%	Shares	Sole	2022-05-05
2021-12-31	$3,344,781	69,712	-1.2%	Shares	Sole	2022-02-04
2021-09-30	$3,275,107	70,569	-0.0%	Shares	Sole	2021-11-08
2021-06-30	$3,196,885	70,587	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.