Allen Capital Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1601384 GRAND ISLAND, NE

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$572,364

+$31,892 QoQ

Shares Held

6,926

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,722

of 2,858 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allen Capital Group, LLC holds $14,418,071 across 5 Banks - Diversified names. WFC ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	33,826	$11,072,264
2	BAC	Bank Of America Corp /De/	33,072	$1,884,442
3	C	Citigroup Inc	5,326	$745,426
4	WFC	Wells Fargo & Company/Mn This page	6,926	$572,364
5	SAN	Banco Santander, S.A.	10,404	$143,575

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,364	6,926	+2.0%	Shares	Sole	2026-07-27
2026-03-31	$540,472	6,789	-4.3%	Shares	Sole	2026-05-27
2025-12-31	$660,974	7,092	-15.0%	Shares	Sole	2026-02-09
2025-09-30	$699,561	8,346	+3.9%	Shares	Sole	2025-10-27
2025-06-30	$643,283	8,029	-4.8%	Shares	Sole	2025-08-12
2025-03-31	$605,476	8,434	+4.7%	Shares	Sole	2025-05-02
2024-12-31	$565,853	8,056	+10.9%	Shares	Sole	2025-01-23
2024-09-30	$410,343	7,264	+17.2%	Shares	Sole	2024-11-12
2024-06-30	$368,218	6,200	+2.2%	Shares	Sole	2024-08-12
2024-03-31	$351,643	6,067	+14.2%	Shares	Sole	2024-04-15
2023-12-31	$261,407	5,311	-2.0%	Shares	Sole	2024-01-30
2022-09-30	$218,032	5,421	0.0%	Shares	Sole	2022-11-09
2022-06-30	$212,340	5,421	+10.3%	Shares	Sole	2022-07-27
2022-03-31	$238,083	4,913	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.