Stratos Investment Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1707206 BEACHWOOD, OH

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,347,439

+$674,609 QoQ

Shares Held

88,909

+6.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#577

of 2,858 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Investment Management, LLC holds $49,530,007 across 6 Banks - Diversified names. WFC ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	56,449	$18,477,451
2	C	Citigroup Inc	97,740	$13,679,690
3	BAC	Bank Of America Corp /De/	158,545	$9,033,894
4	WFC	Wells Fargo & Company/Mn This page	88,909	$7,347,439
5	BNY	Bank of New York Mellon Corp	5,602	$810,105
6	SAN	Banco Santander, S.A.	13,147	$181,428

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,347,439	88,909	+6.1%	Shares	Sole	2026-08-11
2026-03-31	$6,672,830	83,819	+63.5%	Shares	Sole	2026-04-28
2025-12-31	$4,779,016	51,277	+1.3%	Shares	Sole	2026-01-20
2025-09-30	$4,242,214	50,611	+3.0%	Shares	Sole	2025-11-06
2025-06-30	$3,937,497	49,145	+362.4%	Shares	Sole	2025-07-29
2025-03-31	$762,984	10,628	+10.0%	Shares	Sole	2025-04-30
2024-12-31	$678,939	9,666	+8.6%	Shares	Sole	2025-01-27
2024-09-30	$502,986	8,904	-5.2%	Shares	Sole	2024-10-17
2024-06-30	$557,731	9,391	+1.8%	Shares	Sole	2024-07-24
2024-03-31	$534,738	9,226	-29.0%	Shares	Sole	2024-04-16
2020-06-30	$332,697	12,996	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.