HighPoint Advisor Group LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1616034 DOWNERS GROVE, IL

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,221,445

+$159,706 QoQ

Shares Held

26,881

+3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#975

of 2,858 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $19,239,628 across 5 Banks - Diversified names. WFC ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,735	$12,351,797
2	BAC	Bank Of America Corp /De/	66,561	$3,792,645
3	WFC	Wells Fargo & Company/Mn This page	26,881	$2,221,445
4	C	Citigroup Inc	3,964	$554,801
5	RY	Royal Bank Of Canada	1,541	$318,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,221,445	26,881	+3.8%	Shares	Sole	2026-08-05
2026-03-31	$2,061,739	25,898	-3.0%	Shares	Sole	2026-05-14
2025-12-31	$2,489,185	26,708	-66.7%	Shares	Sole	2026-05-14
2025-09-30	$6,723,705	80,216	+1.8%	Shares	Sole	2025-11-05
2025-06-30	$6,315,058	78,820	+2.3%	Shares	Sole	2025-08-07
2025-03-31	$5,530,055	77,031	+23.0%	Shares	Sole	2025-05-05
2024-12-31	$4,398,850	62,626	+1.8%	Shares	Sole	2025-02-12
2024-09-30	$3,474,530	61,507	-8.8%	Shares	Sole	2024-11-04
2024-06-30	$4,005,617	67,446	+11.1%	Shares	Sole	2024-08-08
2024-03-31	$3,519,505	60,723	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$2,917,417	59,273	+31.6%	Shares	Sole	2024-03-26
2022-06-30	$1,764,412	45,045	-6.1%	Shares	Sole	2022-08-15
2021-09-30	$2,226,380	47,972	-24.2%	Shares	Sole	2021-11-15
2021-06-30	$2,865,271	63,265	+90.0%	Shares	Sole	2021-07-29
2021-03-31	$1,300,913	33,297	+3.9%	Shares	Sole	2021-04-12
2020-12-31	$967,027	32,042	+19.5%	Shares	Sole	2021-02-10
2020-09-30	$630,209	26,806	-4.3%	Shares	Sole	2020-11-06
2020-06-30	$717,260	28,018	+8.0%	Shares	Sole	2020-08-13
2020-03-31	$744,621	25,945	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.