LBMC INVESTMENT ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1536924 BRENTWOOD, TN

Position in WFC

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

Position Value

$960,772

+$35,227 QoQ

Shares Held

11,626

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,373

of 2,859 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $6,378,500 across 5 Banks - Diversified names. WFC ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,716	$2,853,008
2	C	Citigroup Inc	8,479	$1,186,720
3	WFC	Wells Fargo & Company/Mn This page	11,626	$960,772
4	BAC	Bank Of America Corp /De/	16,280	$927,634
5	RY	Royal Bank Of Canada	2,176	$450,366

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,772	11,626	0.0%	Shares	Sole	2026-08-10
2026-03-31	$925,545	11,626	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$1,092,956	11,727	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$974,491	11,626	+63.0%	Shares	Sole	2025-10-07
2025-06-30	$571,335	7,131	+4.9%	Shares	Sole	2025-07-09
2025-03-31	$487,956	6,797	0.0%	Shares	Sole	2025-04-09
2024-12-31	$477,421	6,797	0.0%	Shares	Sole	2025-01-16
2024-09-30	$383,962	6,797	0.0%	Shares	Sole	2024-10-08
2024-06-30	$403,673	6,797	0.0%	Shares	Sole	2024-07-11
2024-03-31	$393,954	6,797	+3.7%	Shares	Sole	2024-04-12
2023-12-31	$322,686	6,556	0.0%	Shares	Sole	2024-01-16
2023-09-30	$267,878	6,556	0.0%	Shares	Sole	2023-10-05
2023-06-30	$279,810	6,556	0.0%	Shares	Sole	2023-07-17
2023-03-31	$245,063	6,556	0.0%	Shares	Sole	2023-04-10
2022-12-31	$270,697	6,556	-0.1%	Shares	Sole	2023-01-10
2022-09-30	$263,883	6,561	—	Shares	Sole	2022-10-07
No filing history on record for this holder in this stock.