Cornerstone Advisory, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1668189 HUNT VALLEY, MD

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$706,076

+$48,020 QoQ

Shares Held

8,544

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,578

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

Cornerstone Advisory, LLC holds $7,118,657 across 4 Banks - Diversified names. WFC ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,225	$4,656,269
2	BAC	Bank Of America Corp /De/	26,935	$1,534,756
3	WFC	Wells Fargo & Company/Mn This page	8,544	$706,076
4	C	Citigroup Inc	1,583	$221,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$706,076	8,544	+3.4%	Shares	Sole	2026-07-29
2026-03-31	$658,056	8,266	+6.5%	Shares	Sole	2026-05-04
2025-12-31	$723,604	7,764	+2.2%	Shares	Sole	2026-01-28
2025-09-30	$637,032	7,600	+2.1%	Shares	Sole	2025-11-07
2025-06-30	$596,333	7,443	+1.9%	Shares	Sole	2025-07-30
2025-03-31	$524,282	7,303	-3.5%	Shares	Sole	2025-05-07
2024-12-31	$531,576	7,568	+3.3%	Shares	Sole	2025-02-18
2024-09-30	$413,902	7,327	+1.1%	Shares	Sole	2024-11-12
2024-06-30	$430,280	7,245	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$418,123	7,214	-10.7%	Shares	Sole	2024-05-08
2023-12-31	$397,451	8,075	+9.5%	Shares	Sole	2024-02-13
2023-09-30	$301,424	7,377	-17.3%	Shares	Sole	2023-11-14
2023-06-30	$380,833	8,923	-7.8%	Shares	Sole	2023-07-20
2023-03-31	$361,913	9,682	+21.3%	Shares	Sole	2023-05-04
2022-12-31	$329,494	7,980	-5.5%	Shares	Sole	2023-02-13
2022-09-30	$339,698	8,446	+0.3%	Shares	Sole	2022-10-26
2022-06-30	$329,928	8,423	+1.2%	Shares	Sole	2022-08-02
2022-03-31	$403,477	8,326	-0.8%	Shares	Sole	2022-05-20
2021-12-31	$402,887	8,397	+2.3%	Shares	Sole	2022-02-23
2021-09-30	$381,026	8,210	+0.1%	Shares	Sole	2021-11-16
2021-06-30	$371,604	8,205	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$320,491	8,203	-10.8%	Shares	Sole	2021-05-13
2020-12-31	$277,656	9,200	-8.4%	Shares	Sole	2021-05-11
2020-09-30	$236,204	10,047	-23.3%	Shares	Sole	2020-11-12
2020-06-30	$335,462	13,104	+18.4%	Shares	Sole	2020-08-10
2020-03-31	$317,737	11,071	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.