PFG Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1694435 Phoenix, AZ

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$8,244,414

-$1,218,985 QoQ

Shares Held

99,763

-16.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#552

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Advisors holds $20,024,847 across 4 Banks - Diversified names. WFC ranks #2 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,203	$10,213,677
2	WFC	Wells Fargo & Company/Mn This page	99,763	$8,244,414
3	BAC	Bank Of America Corp /De/	20,280	$1,155,554
4	C	Citigroup Inc	2,938	$411,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,244,414	99,763	-16.1%	Shares	Sole	2026-07-16
2026-03-31	$9,463,399	118,872	+992.3%	Shares	Sole	2026-05-05
2025-12-31	$1,014,295	10,883	-13.7%	Shares	Sole	2026-01-27
2025-09-30	$1,056,634	12,606	+4.8%	Shares	Sole	2025-11-13
2025-06-30	$963,523	12,026	+49.5%	Shares	Sole	2025-08-07
2025-03-31	$577,622	8,046	+3.9%	Shares	Sole	2025-05-06
2024-12-31	$543,938	7,744	-92.4%	Shares	Sole	2025-02-07
2024-09-30	$5,748,478	101,761	+3.6%	Shares	Sole	2024-10-15
2024-06-30	$5,833,582	98,225	-0.7%	Shares	Sole	2024-08-08
2024-03-31	$5,730,505	98,870	-0.5%	Shares	Sole	2024-05-07
2023-12-31	$4,890,991	99,370	-0.6%	Shares	Sole	2024-01-19
2023-09-30	$4,084,488	99,963	-9.4%	Shares	Sole	2023-10-13
2023-06-30	$4,706,921	110,284	-3.8%	Shares	Sole	2023-07-20
2023-03-31	$4,284,383	114,617	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$4,722,750	114,380	-0.9%	Shares	Sole	2023-01-30
2022-09-30	$4,642,554	115,429	-0.8%	Shares	Sole	2022-10-14
2022-06-30	$4,558,330	116,373	+2.1%	Shares	Sole	2022-07-13
2022-03-31	$5,523,180	113,974	+0.8%	Shares	Sole	2022-04-19
2021-12-31	$5,424,043	113,048	-1.9%	Shares	Sole	2022-01-21
2021-09-30	$5,349,819	115,273	+315.9%	Shares	Sole	2021-11-05
2021-06-30	$1,255,302	27,717	+3.2%	Shares	Sole	2021-07-28
2021-03-31	$1,048,834	26,845	-70.2%	Shares	Sole	2021-04-27
2020-12-31	$2,716,411	90,007	+2.5%	Shares	Sole	2021-01-26
2020-09-30	$2,065,071	87,838	0.0%	Shares	Sole	2020-10-13
2020-06-30	$2,248,652	87,838	0.0%	Shares	Sole	2020-07-16
2020-03-31	$2,520,950	87,838	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.