Position in WFC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,201,932
-$542,808 QoQ
Shares Held
27,659
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026GM Advisory Group, LLC holds $18,850,075 across 6 Banks - Diversified names. WFC ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,273 | $11,552,545 | |
| 2 | BAC |
Bank Of America Corp /De/
|
62,399 | $3,041,951 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
27,659 | $2,201,932 | |
| 4 | C |
Citigroup Inc
|
11,873 | $1,346,516 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,254 | $386,022 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
14,825 | $321,109 |
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,201,932 | 27,659 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,744,740 | 29,450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,594,061 | 30,948 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,676,648 | 33,408 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,961,805 | 27,327 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,905,681 | 27,131 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $967,617 | 17,129 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,001,137 | 16,857 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $980,915 | 16,924 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $825,763 | 16,777 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $667,080 | 16,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $724,493 | 16,975 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $632,619 | 16,924 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $695,653 | 16,848 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $679,074 | 16,884 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $654,334 | 16,705 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $809,524 | 16,705 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $799,298 | 16,659 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $768,271 | 16,554 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $736,143 | 16,254 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $634,887 | 16,250 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||