Arete Wealth Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1600151 CHICAGO, IL

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,934,050

+$214,732 QoQ

Shares Held

35,504

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#853

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $24,822,962 across 5 Banks - Diversified names. WFC ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,011	$11,132,820
2	BAC	Bank Of America Corp /De/	105,695	$6,022,501
3	C	Citigroup Inc	23,464	$3,284,021
4	WFC	Wells Fargo & Company/Mn This page	35,504	$2,934,050
5	BNY	Bank of New York Mellon Corp	10,024	$1,449,570

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,934,050	35,504	+3.9%	Shares	Sole	2026-08-13
2026-03-31	$2,719,318	34,158	+5.0%	Shares	Sole	2026-05-20
2025-12-31	$3,032,075	32,533	+10.4%	Shares	Sole	2026-02-13
2025-09-30	$2,469,840	29,466	+5.1%	Shares	Sole	2025-11-12
2025-06-30	$2,245,843	28,031	-31.7%	Shares	Sole	2025-08-14
2025-03-31	$2,310	41,050	+69.4%	Shares	Sole	2025-05-16
2024-12-31	$1,702,125	24,233	+271.6%	Shares	Sole	2025-02-12
2024-09-30	$368,371	6,521	-65.1%	Shares	Sole	2024-11-18
2024-06-30	$1,110,474	18,698	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$1,077,650	18,593	-9.0%	Shares	Sole	2024-05-16
2023-12-31	$1,006,007	20,439	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$821,122	20,096	+95.5%	Shares	Sole	2023-10-30
2023-06-30	$438,622	10,277	+41.6%	Shares	Sole	2023-08-09
2023-03-31	$271,378	7,260	-16.2%	Shares	Sole	2023-05-22
2022-12-31	$357,695	8,663	-23.8%	Shares	Sole	2023-02-06
2022-09-30	$457,422	11,373	+59.9%	Shares	Sole	2022-11-07
2022-06-30	$278,616	7,113	-28.7%	Shares	Sole	2022-08-15
2022-03-31	$483,291	9,973	+22.8%	Shares	Sole	2022-05-06
2021-12-31	$389,789	8,124	+4.4%	Shares	Sole	2022-02-07
2021-09-30	$361,069	7,780	-18.5%	Shares	Sole	2021-11-15
2021-06-30	$432,338	9,546	-28.9%	Shares	Sole	2021-08-09
2021-03-31	$524,358	13,421	+13.1%	Shares	Sole	2021-05-10
2020-12-31	$358,266	11,871	+24.7%	Shares	Sole	2021-02-08
2020-09-30	$223,744	9,517	-46.9%	Shares	Sole	2020-11-09
2020-06-30	$458,496	17,910	+140.8%	Shares	Sole	2020-08-11
2020-03-31	$213,441	7,437	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.