IBEX WEALTH ADVISORS

Position in WFC — Wells Fargo & Company/Mn

CIK 1686242 BEDMINSTER, NJ

Position in WFC

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

Position Value

$573,025

+$22,761 QoQ

Shares Held

6,934

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,720

of 2,859 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $20,708,102 across 4 Banks - Diversified names. WFC ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	64,931	$9,389,671
2	C	Citigroup Inc	56,077	$7,848,536
3	JPM	Jpmorgan Chase & Co	8,850	$2,896,870
4	WFC	Wells Fargo & Company/Mn This page	6,934	$573,025

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,025	6,934	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$550,264	6,912	-89.9%	Shares	Sole	2026-04-30
2025-12-31	$6,357,358	68,212	+1728.2%	Shares	Sole	2026-02-17
2025-09-30	$312,732	3,731	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$297,245	3,710	-74.8%	Shares	Sole	2025-08-07
2025-03-31	$1,058,687	14,747	+172.6%	Shares	Sole	2025-04-15
2024-06-30	$321,299	5,410	-61.6%	Shares	Sole	2024-08-06
2022-03-31	$681,880	14,071	+1407000.0%	Shares	Sole	2022-05-16
2021-09-30	$46	1	-100.0%	Shares	Sole	2021-11-12
2020-06-30	$579,558	22,639	+6.4%	Shares	Sole	2020-08-14
2020-03-31	$610,936	21,287	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.