JNBA Financial Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1569118 BLOOMINGTON, MN

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$687,068

+$25,191 QoQ

Shares Held

8,314

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,593

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. WFC ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,578	$2,807,836
2	BAC	Bank Of America Corp /De/	18,925	$1,078,346
3	WFC	Wells Fargo & Company/Mn This page	8,314	$687,068
4	BNY	Bank of New York Mellon Corp	3,255	$470,705
5	BMO	Bank Of Montreal /Can/	457	$80,751
6	RY	Royal Bank Of Canada	160	$33,115
7	SAN	Banco Santander, S.A.	703	$9,701
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	361	$8,512

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,068	8,314	0.0%	Shares	Sole	2026-07-23
2026-03-31	$661,877	8,314	-1.2%	Shares	Sole	2026-04-23
2025-12-31	$784,371	8,416	-6.0%	Shares	Sole	2026-01-26
2025-09-30	$750,440	8,953	-0.7%	Shares	Sole	2025-10-28
2025-06-30	$722,121	9,013	-1.3%	Shares	Sole	2025-07-24
2025-03-31	$655,442	9,130	-17.1%	Shares	Sole	2025-04-25
2024-12-31	$773,763	11,016	-11.8%	Shares	Sole	2025-01-30
2024-09-30	$705,729	12,493	0.0%	Shares	Sole	2024-10-31
2024-06-30	$741,959	12,493	-12.1%	Shares	Sole	2024-07-22
2024-03-31	$823,611	14,210	-8.1%	Shares	Sole	2024-04-26
2023-12-31	$760,744	15,456	+6.2%	Shares	Sole	2024-02-08
2023-09-30	$594,758	14,556	-0.7%	Shares	Sole	2023-11-02
2023-06-30	$625,518	14,656	0.0%	Shares	Sole	2023-08-03
2023-03-31	$547,841	14,656	-2.7%	Shares	Sole	2023-05-02
2022-12-31	$621,827	15,060	-1.3%	Shares	Sole	2023-02-07
2022-09-30	$613,636	15,257	-3.4%	Shares	Sole	2022-11-07
2022-06-30	$618,846	15,799	-1.0%	Shares	Sole	2022-07-22
2022-03-31	$773,130	15,954	-0.9%	Shares	Sole	2022-04-29
2021-12-31	$772,142	16,093	-1.9%	Shares	Sole	2022-02-03
2021-09-30	$761,216	16,402	0.0%	Shares	Sole	2021-11-10
2021-06-30	$742,846	16,402	-5.7%	Shares	Sole	2021-08-04
2021-03-31	$679,896	17,402	+1.2%	Shares	Sole	2021-05-03
2020-12-31	$518,733	17,188	+16.5%	Shares	Sole	2021-01-25
2020-09-30	$346,890	14,755	+2.1%	Shares	Sole	2020-11-05
2020-06-30	$370,048	14,455	-0.7%	Shares	Sole	2020-07-24
2020-03-31	$417,900	14,561	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.