Aviance Capital Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1542383 NAPLES, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$345,352

+$4,701 QoQ

Shares Held

4,179

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,079

of 2,853 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aviance Capital Partners, LLC holds $32,089,003 across 8 Banks - Diversified names. WFC ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,837	$27,442,365
2	BAC	Bank Of America Corp /De/	34,769	$1,981,137
3	C	Citigroup Inc	6,727	$941,510
4	RY	Royal Bank Of Canada	2,853	$590,485
5	WFC	Wells Fargo & Company/Mn This page	4,179	$345,352
6	BNY	Bank of New York Mellon Corp	2,053	$296,884
7	TD	Toronto Dominion Bank	2,088	$253,545
8	HSBC	Hsbc Holdings PLC	2,500	$237,725

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,352	4,179	-2.3%	Shares	Sole	2026-07-31
2026-03-31	$340,651	4,279	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$398,523	4,276	+14.2%	Shares	Sole	2026-02-06
2025-09-30	$313,822	3,744	-2.3%	Shares	Sole	2025-10-29
2025-06-30	$306,939	3,831	-11.2%	Shares	Sole	2025-08-05
2025-03-31	$309,845	4,316	-21.8%	Shares	Sole	2025-04-29
2024-12-31	$387,443	5,516	-48.5%	Shares	Sole	2025-02-07
2024-09-30	$605,346	10,716	+0.6%	Shares	Sole	2024-11-07
2024-06-30	$632,503	10,650	+15.8%	Shares	Sole	2024-08-09
2024-03-31	$533,232	9,200	-81.6%	Shares	Sole	2024-04-18
2021-03-31	$1,957,407	50,100	0.0%	Shares	Sole	2021-04-29
2020-12-31	$1,512,018	50,100	0.0%	Shares	Sole	2021-02-12
2020-09-30	$1,177,851	50,100	-50.4%	Shares	Sole	2020-11-03
2020-06-30	$2,588,211	101,102	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.