Advisory Services Network, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1573876 Atlanta, GA

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,435,938

-$806,955 QoQ

Shares Held

89,980

-13.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#571

of 2,853 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisory Services Network, LLC holds $101,168,606 across 15 Banks - Diversified names. WFC ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	185,812	$60,821,831
2	BAC	Bank Of America Corp /De/	186,425	$10,622,488
3	WFC	Wells Fargo & Company/Mn This page	89,980	$7,435,938
4	C	Citigroup Inc	48,154	$6,739,626
5	BMO	Bank Of Montreal /Can/	36,982	$6,534,719
6	BNY	Bank of New York Mellon Corp	31,655	$4,577,622
7	RY	Royal Bank Of Canada	4,392	$909,011
8	SAN	Banco Santander, S.A.	57,124	$788,308

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,435,938	89,980	-13.1%	Shares	Other	2026-08-12
2026-03-31	$8,242,893	103,541	-1.6%	Shares	Sole	2026-05-15
2025-12-31	$9,802,399	105,176	-12.3%	Shares	Sole	2026-02-17
2025-09-30	$10,050,682	119,908	+1.9%	Shares	Sole	2025-11-18
2025-06-30	$9,423,468	117,617	+5.3%	Shares	Sole	2025-08-19
2025-03-31	$8,021,306	111,733	+4.8%	Shares	Sole	2025-05-15
2024-12-31	$7,489,898	106,633	+2.9%	Shares	Sole	2025-02-13
2024-09-30	$5,851,115	103,578	0.0%	Shares	Sole	2024-11-14
2024-06-30	$6,151,494	103,578	+2.5%	Shares	Sole	2024-08-13
2024-03-31	$5,858,071	101,071	+36.3%	Shares	Sole	2024-05-06
2023-12-31	$3,650,693	74,171	-6.1%	Shares	Sole	2024-02-09
2023-09-30	$3,226,548	78,966	-5.4%	Shares	Sole	2023-11-14
2023-06-30	$3,563,010	83,482	-4.0%	Shares	Sole	2023-08-09
2023-03-31	$3,250,075	86,947	-10.9%	Shares	Sole	2023-05-17
2022-12-31	$4,029,282	97,585	-9.7%	Shares	Sole	2023-02-13
2022-09-30	$4,346,332	108,064	+2.3%	Shares	Sole	2022-11-14
2022-06-30	$4,137,015	105,617	+2.4%	Shares	Sole	2022-08-02
2022-03-31	$4,996,757	103,111	+0.3%	Shares	Sole	2022-05-23
2021-12-31	$4,930,998	102,772	-6.1%	Shares	Sole	2022-02-14
2021-09-30	$5,078,505	109,427	+2.7%	Shares	Sole	2021-11-05
2021-06-30	$4,825,557	106,548	+30.4%	Shares	Sole	2021-08-12
2021-03-31	$3,193,150	81,729	+8.2%	Shares	Sole	2021-05-24
2020-12-31	$2,279,313	75,524	+43.1%	Shares	Sole	2021-02-09
2020-09-30	$1,241,137	52,792	+25.8%	Shares	Sole	2020-11-16
2020-06-30	$1,074,661	41,979	+5.1%	Shares	Sole	2020-08-10
2020-03-31	$1,146,275	39,940	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.