Capital Investment Advisory Services, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1659203
RALEIGH, NC
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,615,556
+$1,244,115 QoQ
Shares Held
31,650
+83.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#896
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Investment Advisory Services, LLC holds $23,070,873 across 6 Banks - Diversified names. WFC ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,679 | $9,714,827 | |
| 2 | BAC |
Bank Of America Corp /De/
|
92,684 | $5,281,134 | |
| 3 | RY |
Royal Bank Of Canada
|
20,987 | $4,343,679 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
31,650 | $2,615,556 | |
| 5 | C |
Citigroup Inc
|
5,844 | $817,926 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,059 | $297,751 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,615,556 | 31,650 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,371,441 | 17,227 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,597,727 | 17,143 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,378,503 | 16,446 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,305,475 | 16,294 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,078,429 | 15,022 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,057,112 | 15,050 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $951,404 | 16,842 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,012,718 | 17,052 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,109,991 | 19,151 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,004,973 | 20,418 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $859,285 | 21,030 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $901,615 | 21,125 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $738,853 | 19,766 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $875,554 | 21,205 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $812,283 | 20,196 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $794,445 | 20,282 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $911,241 | 18,804 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,171,719 | 24,421 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,137,184 | 24,503 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,717,894 | 37,931 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,006,951 | 25,773 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $571,971 | 18,952 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $397,248 | 16,897 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $474,342 | 18,529 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $518,551 | 18,068 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||