TCI Wealth Advisors, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1583751 Tucson, AZ

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$301,140

-$33,301 QoQ

Shares Held

3,644

-13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,197

of 2,858 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $5,201,062 across 5 Banks - Diversified names. WFC ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,105	$3,634,999
2	BAC	Bank Of America Corp /De/	11,238	$640,341
3	BNY	Bank of New York Mellon Corp	2,275	$328,987
4	WFC	Wells Fargo & Company/Mn This page	3,644	$301,140
5	C	Citigroup Inc	2,112	$295,595

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,140	3,644	-13.3%	Shares	Sole	2026-07-29
2026-03-31	$334,441	4,201	-3.0%	Shares	Sole	2026-04-27
2025-12-31	$403,835	4,333	-8.4%	Shares	Sole	2026-02-02
2025-09-30	$396,636	4,732	+22.1%	Shares	Sole	2025-10-14
2025-06-30	$310,625	3,877	-1.6%	Shares	Sole	2025-07-16
2025-03-31	$282,924	3,941	-11.4%	Shares	Sole	2025-04-21
2024-12-31	$312,427	4,448	-8.1%	Shares	Sole	2025-01-23
2024-09-30	$273,468	4,841	+10.0%	Shares	Sole	2024-10-24
2024-06-30	$261,434	4,402	+3.8%	Shares	Sole	2024-07-30
2024-03-31	$245,866	4,242	+1.1%	Shares	Sole	2024-05-07
2023-12-31	$206,477	4,195	+3.0%	Shares	Sole	2024-02-06
2023-03-31	$152,286	4,074	-28.9%	Shares	Sole	2023-05-03
2022-12-31	$236,509	5,728	+16.1%	Shares	Sole	2023-02-07
2022-09-30	$198,445	4,934	+5.4%	Shares	Sole	2022-11-08
2022-06-30	$183,393	4,682	+21.6%	Shares	Sole	2022-07-19
2022-03-31	$186,522	3,849	-2.9%	Shares	Sole	2022-04-29
2021-12-31	$190,144	3,963	+48.8%	Shares	Sole	2022-01-24
2021-09-30	$123,636	2,664	-0.2%	Shares	Sole	2021-10-29
2021-06-30	$120,879	2,669	+0.5%	Shares	Sole	2021-08-02
2021-03-31	$103,730	2,655	+66.5%	Shares	Sole	2021-04-29
2020-12-31	$48,137	1,595	-40.4%	Shares	Sole	2021-01-21
2020-09-30	$62,959	2,678	-9.3%	Shares	Sole	2020-10-20
2020-06-30	$75,571	2,952	-20.7%	Shares	Sole	2020-07-20
2020-03-31	$106,878	3,724	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.