World Investment Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1652594 SANTA BARBARA, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,695,572

-$58,404 QoQ

Shares Held

117,323

-4.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#511

of 2,859 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

World Investment Advisors holds $126,993,692 across 16 Banks - Diversified names. WFC ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	235,534	$77,097,344
2	C	Citigroup Inc	110,148	$15,416,314
3	BNY	Bank of New York Mellon Corp	69,252	$10,014,531
4	WFC	Wells Fargo & Company/Mn This page	117,323	$9,695,572
5	BAC	Bank Of America Corp /De/	146,345	$8,338,738
6	RY	Royal Bank Of Canada	7,440	$1,539,856
7	HSBC	Hsbc Holdings PLC	11,741	$1,116,451
8	TD	Toronto Dominion Bank	6,619	$803,745

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,695,572	117,323	-4.2%	Shares	Sole	2026-08-14
2026-03-31	$9,753,976	122,522	+4.0%	Shares	Sole	2026-04-27
2025-12-31	$10,979,705	117,808	+22.0%	Shares	Sole	2026-03-13
2025-09-30	$8,090,809	96,526	+5.1%	Shares	Sole	2025-10-15
2025-06-30	$7,355,576	91,807	+4.8%	Shares	Sole	2025-08-04
2025-03-31	$6,291,675	87,640	+8.3%	Shares	Sole	2025-04-29
2024-12-31	$5,684,382	80,928	+7.3%	Shares	Sole	2025-02-12
2024-09-30	$4,261,153	75,432	+1263.8%	Shares	Sole	2024-11-25
2024-06-30	$328,486	5,531	+2.9%	Shares	Sole	2024-08-15
2021-09-30	$249,500	5,376	-7.0%	Shares	Sole	2021-11-12
2021-06-30	$261,685	5,778	-21.5%	Shares	Sole	2021-08-12
2021-03-31	$287,711	7,364	+1.7%	Shares	Sole	2021-05-17
2020-12-31	$218,563	7,242	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.