LVW Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1576053 PITTSFORD, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,271,251

+$227,405 QoQ

Shares Held

15,383

+17.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,205

of 2,853 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $24,871,404 across 14 Banks - Diversified names. WFC ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,362	$10,265,723
2	BAC	Bank Of America Corp /De/	53,203	$3,031,506
3	C	Citigroup Inc	18,929	$2,649,302
4	HSBC	Hsbc Holdings PLC	25,234	$2,399,501
5	BNY	Bank of New York Mellon Corp	9,054	$1,309,298
6	WFC	Wells Fargo & Company/Mn This page	15,383	$1,271,251
7	ING	Ing Groep NV	33,907	$1,064,001
8	SAN	Banco Santander, S.A.	57,324	$791,071

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,251	15,383	+17.3%	Shares	Sole	2026-07-15
2026-03-31	$1,043,846	13,112	+24.9%	Shares	Sole	2026-04-20
2025-12-31	$978,320	10,497	+20.2%	Shares	Sole	2026-01-14
2025-09-30	$731,748	8,730	+20.9%	Shares	Sole	2025-10-20
2025-06-30	$578,306	7,218	+6.8%	Shares	Sole	2025-07-17
2025-03-31	$485,085	6,757	-2.7%	Shares	Sole	2025-04-09
2024-12-31	$487,606	6,942	-15.7%	Shares	Sole	2025-01-16
2024-09-30	$464,969	8,231	-4.8%	Shares	Sole	2024-10-09
2024-06-30	$513,664	8,649	-6.1%	Shares	Sole	2024-07-15
2024-03-31	$533,811	9,210	+0.6%	Shares	Sole	2024-04-18
2023-12-31	$450,461	9,152	-5.7%	Shares	Sole	2024-01-16
2023-09-30	$396,546	9,705	-2.8%	Shares	Sole	2023-10-11
2023-06-30	$426,287	9,988	0.0%	Shares	Sole	2023-07-14
2023-03-31	$373,351	9,988	+1.0%	Shares	Sole	2023-05-03
2022-12-31	$408,192	9,886	+24.2%	Shares	Sole	2023-01-19
2022-09-30	$320,070	7,958	+12.0%	Shares	Sole	2022-10-14
2022-06-30	$278,302	7,105	-1.1%	Shares	Sole	2022-07-22
2022-03-31	$348,039	7,182	+7.9%	Shares	Sole	2022-05-02
2021-12-31	$319,402	6,657	-16.0%	Shares	Sole	2022-01-26
2021-09-30	$367,706	7,923	+16.2%	Shares	Sole	2021-11-02
2021-06-30	$308,787	6,818	-22.0%	Shares	Sole	2021-07-15
2020-09-30	$205,547	8,743	-89.7%	Shares	Sole	2020-10-29
2020-06-30	$2,181,606	85,219	-22.8%	Shares	Sole	2020-08-11
2020-03-31	$3,168,164	110,389	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.