Regal Investment Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1559789 KENTWOOD, MI

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$466,420

+$25,779 QoQ

Shares Held

5,644

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,857

of 2,859 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 0% Shared 5% None 95%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $8,751,947 across 4 Banks - Diversified names. WFC ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,845	$5,186,543
2	BAC	Bank Of America Corp /De/	42,963	$2,448,031
3	C	Citigroup Inc	4,651	$650,953
4	WFC	Wells Fargo & Company/Mn This page	5,644	$466,420

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,420	5,644	+2.0%	Shares	Sole	2026-08-14
2026-03-31	$440,641	5,535	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$514,370	5,519	+32.5%	Shares	Sole	2026-02-17
2025-09-30	$349,110	4,165	+19.3%	Shares	Sole	2025-11-13
2025-06-30	$279,698	3,491	-11.2%	Shares	Sole	2025-08-11
2025-03-31	$282,134	3,930	-3.7%	Shares	Sole	2025-05-12
2024-12-31	$286,508	4,079	-49.2%	Shares	Sole	2025-02-13
2020-12-31	$242,556	8,037	-2.6%	Shares	Sole	2021-02-12
2020-06-30	$211,174	8,249	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.