Krilogy Financial LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1659047 ST. LOUIS, MO

Position in WFC

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

Position Value

$1,940,139

+$1,097,786 QoQ

Shares Held

23,477

+121.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,028

of 2,859 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Krilogy Financial LLC holds $20,409,581 across 5 Banks - Diversified names. WFC ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,202	$8,249,370
2	BAC	Bank Of America Corp /De/	84,273	$4,801,875
3	C	Citigroup Inc	33,784	$4,728,408
4	WFC	Wells Fargo & Company/Mn This page	23,477	$1,940,139
5	BNY	Bank of New York Mellon Corp	4,770	$689,789

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,940,139	23,477	+121.9%	Shares	Sole	2026-07-27
2026-03-31	$842,353	10,581	+8.6%	Shares	Sole	2026-04-17
2025-12-31	$908,047	9,743	+1.0%	Shares	Sole	2026-01-27
2025-09-30	$808,192	9,642	+16.0%	Shares	Sole	2025-11-06
2023-03-31	$310,702	8,312	+28.6%	Shares	Sole	2023-05-03
2022-12-31	$266,857	6,463	-31.3%	Shares	Sole	2023-02-13
2022-09-30	$378,309	9,406	-24.8%	Shares	Sole	2022-10-06
2022-06-30	$489,625	12,500	+48.0%	Shares	Sole	2022-07-14
2022-03-31	$409,293	8,446	+22.5%	Shares	Sole	2022-04-28
2021-12-31	$330,726	6,893	+22.2%	Shares	Sole	2022-01-27
2021-09-30	$261,752	5,640	—	Shares	Sole	2021-10-25
No filing history on record for this holder in this stock.