Pinnacle Wealth Management Advisory Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1631864
RED BANK, NJ
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,039,611
+$39,551 QoQ
Shares Held
12,580
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,330
of 2,859 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $23,418,130 across 8 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
42,093 | $13,778,301 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,026 | $4,161,021 | |
| 3 | C |
Citigroup Inc
|
20,826 | $2,914,806 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
12,580 | $1,039,611 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,651 | $817,191 | |
| 6 | TD |
Toronto Dominion Bank
|
2,300 | $279,289 | |
| 7 | BCS |
Barclays PLC
|
8,374 | $224,925 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,100 | $202,986 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,611 | 12,580 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,000,060 | 12,562 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,112,714 | 11,939 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $983,292 | 11,731 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $938,205 | 11,710 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $811,514 | 11,304 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $806,425 | 11,481 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $678,840 | 12,017 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $754,015 | 12,696 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $727,282 | 12,548 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $603,043 | 12,252 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $490,565 | 12,006 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $505,843 | 11,852 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $473,716 | 12,673 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $371,692 | 9,002 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $568,308 | 14,130 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $292,208 | 7,460 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||