TRUE Private Wealth Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1667074 Salem, OR

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,792,296

+$58,630 QoQ

Shares Held

21,688

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,048

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $10,105,536 across 4 Banks - Diversified names. WFC ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,606	$7,072,291
2	WFC	Wells Fargo & Company/Mn This page	21,688	$1,792,296
3	BAC	Bank Of America Corp /De/	14,820	$844,443
4	C	Citigroup Inc	2,833	$396,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,792,296	21,688	-0.4%	Shares	Sole	2026-07-23
2026-03-31	$1,733,666	21,777	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$2,020,110	21,675	-2.5%	Shares	Sole	2026-02-13
2025-09-30	$1,863,653	22,234	+8.5%	Shares	Sole	2025-11-14
2025-06-30	$1,642,540	20,501	+1.0%	Shares	Sole	2025-08-11
2025-03-31	$1,456,619	20,290	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,425,661	20,297	-8.8%	Shares	Sole	2025-02-13
2024-09-30	$1,256,789	22,248	-7.2%	Shares	Sole	2024-11-14
2024-06-30	$1,424,469	23,985	-2.4%	Shares	Sole	2024-07-16
2024-03-31	$1,424,946	24,585	-4.4%	Shares	Sole	2024-04-25
2023-12-31	$1,265,298	25,707	-0.1%	Shares	Sole	2024-01-30
2023-09-30	$1,051,613	25,737	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$1,087,529	25,481	0.0%	Shares	Sole	2023-08-11
2023-03-31	$952,479	25,481	-0.7%	Shares	Sole	2023-05-11
2022-12-31	$1,059,749	25,666	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,032,246	25,665	0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,005,298	25,665	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,243,725	25,665	-0.3%	Shares	Sole	2022-05-09
2021-12-31	$1,235,245	25,745	+7.3%	Shares	Sole	2022-02-11
2021-09-30	$1,113,793	23,999	+4.5%	Shares	Sole	2021-11-05
2021-06-30	$1,039,722	22,957	-13.2%	Shares	Sole	2021-08-10
2021-03-31	$1,033,167	26,444	+18.4%	Shares	Sole	2021-05-12
2020-12-31	$673,859	22,328	+7.2%	Shares	Sole	2021-01-11
2020-09-30	$489,666	20,828	-13.6%	Shares	Sole	2020-10-09
2020-06-30	$616,985	24,101	-10.6%	Shares	Sole	2020-07-07
2020-03-31	$773,465	26,950	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.