United Asset Strategies, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1539948 GARDEN CITY, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$5,607,950

+$2,543,284 QoQ

Shares Held

67,860

+76.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#647

of 2,858 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $50,053,940 across 4 Banks - Diversified names. WFC ranks #4 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	338,928	$19,312,117
2	JPM	Jpmorgan Chase & Co	47,656	$15,599,238
3	C	Citigroup Inc	68,124	$9,534,635
4	WFC	Wells Fargo & Company/Mn This page	67,860	$5,607,950

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,607,950	67,860	+76.3%	Shares	Sole	2026-07-13
2026-03-31	$3,064,666	38,496	+0.3%	Shares	Sole	2026-04-29
2025-12-31	$3,577,109	38,381	+1.8%	Shares	Sole	2026-01-28
2025-09-30	$3,158,840	37,686	-1.9%	Shares	Sole	2025-10-23
2025-06-30	$3,077,569	38,412	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$2,782,077	38,753	-2.3%	Shares	Sole	2025-05-14
2024-12-31	$2,784,875	39,648	-0.9%	Shares	Sole	2025-01-22
2024-09-30	$2,259,204	39,993	+0.5%	Shares	Sole	2024-10-28
2024-06-30	$2,363,365	39,794	-3.4%	Shares	Sole	2024-08-01
2024-03-31	$2,386,792	41,180	-2.4%	Shares	Sole	2024-04-23
2023-12-31	$2,075,705	42,172	-3.5%	Shares	Sole	2024-01-30
2023-09-30	$1,784,805	43,681	-8.4%	Shares	Sole	2023-11-07
2023-06-30	$2,036,177	47,708	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$1,777,157	47,543	+11.8%	Shares	Sole	2023-07-25
2022-12-31	$1,755,981	42,528	-1.2%	Shares	Sole	2023-01-26
2022-09-30	$1,730,545	43,027	+0.6%	Shares	Sole	2022-10-24
2022-06-30	$1,674,870	42,759	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$2,003,724	41,348	+1.1%	Shares	Sole	2022-04-29
2021-12-31	$1,963,197	40,917	-3.1%	Shares	Sole	2022-01-31
2021-09-30	$1,960,544	42,244	-44.2%	Shares	Sole	2021-10-21
2021-06-30	$3,427,049	75,669	+985.6%	Shares	Sole	2021-07-19
2020-03-31	$200,039	6,970	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.