E&G Advisors, LP

Position in WFC — Wells Fargo & Company/Mn

CIK 1598550 HOUSTON, TX

Position in WFC

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

Position Value

$606,329

+$20,639 QoQ

Shares Held

7,337

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,673

of 2,859 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

E&G Advisors, LP holds $15,230,766 across 5 Banks - Diversified names. WFC ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,344	$9,605,171
2	C	Citigroup Inc	17,170	$2,403,113
3	BAC	Bank Of America Corp /De/	41,023	$2,337,490
4	WFC	Wells Fargo & Company/Mn This page	7,337	$606,329
5	BNY	Bank of New York Mellon Corp	1,927	$278,663

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$606,329	7,337	-0.3%	Shares	Sole	2026-07-23
2026-03-31	$585,690	7,357	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$685,206	7,352	0.0%	Shares	Sole	2026-01-23
2025-09-30	$616,244	7,352	-8.5%	Shares	Sole	2025-10-21
2025-06-30	$643,684	8,034	-22.8%	Shares	Sole	2025-07-14
2025-03-31	$747,549	10,413	+38.5%	Shares	Sole	2025-04-23
2024-12-31	$528,204	7,520	+15.1%	Shares	Sole	2025-01-24
2024-09-30	$369,105	6,534	0.0%	Shares	Sole	2024-10-18
2024-06-30	$388,054	6,534	+7.8%	Shares	Sole	2024-07-18
2024-03-31	$351,353	6,062	-8.9%	Shares	Sole	2024-04-19
2023-12-31	$327,460	6,653	-7.8%	Shares	Sole	2024-01-25
2023-09-30	$294,927	7,218	0.0%	Shares	Sole	2023-10-25
2023-06-30	$308,064	7,218	-0.1%	Shares	Sole	2023-07-21
2023-03-31	$270,182	7,228	-3.0%	Shares	Sole	2023-07-20
2022-12-31	$307,527	7,448	0.0%	Shares	Sole	2023-01-13
2022-09-30	$299,558	7,448	-1.6%	Shares	Sole	2022-10-11
2022-06-30	$296,438	7,568	-1.6%	Shares	Sole	2022-07-06
2022-03-31	$372,560	7,688	0.0%	Shares	Sole	2022-04-12
2021-12-31	$368,870	7,688	0.0%	Shares	Sole	2022-01-13
2021-09-30	$356,800	7,688	—	Shares	Sole	2021-10-20
2021-06-30	$348,000	0	-100.0%	Shares	Sole	2021-07-12
2021-03-31	$300,370	7,688	0.0%	Shares	Sole	2021-04-12
2020-12-31	$232,023	7,688	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.