Bell & Brown Wealth Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1725362 NEWPORT BEACH, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,206,072

+$256,798 QoQ

Shares Held

62,997

+1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#665

of 2,858 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bell & Brown Wealth Advisors, LLC holds $20,180,296 across 3 Banks - Diversified names. WFC ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	32,120	$10,513,839
2	WFC	Wells Fargo & Company/Mn This page	62,997	$5,206,072
3	C	Citigroup Inc	31,869	$4,460,385

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,206,072	62,997	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$4,949,274	62,169	-8.9%	Shares	Sole	2026-05-11
2025-12-31	$6,363,136	68,274	-24.9%	Shares	Sole	2026-05-13
2025-09-30	$7,620,411	90,914	-0.3%	Shares	Sole	2025-11-07
2025-06-30	$7,307,825	91,211	-0.6%	Shares	Sole	2025-07-29
2025-03-31	$6,588,599	91,776	-1.1%	Shares	Sole	2025-05-07
2024-12-31	$6,519,817	92,822	-0.0%	Shares	Sole	2025-05-07
2024-09-30	$5,244,814	92,845	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$5,506,046	92,710	+29.2%	Shares	Sole	2024-08-13
2024-03-31	$4,159,557	71,766	-24.5%	Shares	Sole	2024-05-13
2023-12-31	$4,677,278	95,028	-0.6%	Shares	Sole	2024-02-12
2023-06-30	$4,078,671	95,564	+32.0%	Shares	Sole	2023-08-15
2023-03-31	$2,706,125	72,395	-26.0%	Shares	Sole	2023-04-14
2022-12-31	$4,039,731	97,838	+35.1%	Shares	Sole	2023-02-10
2022-09-30	$2,912,611	72,417	-26.1%	Shares	Sole	2022-10-26
2022-06-30	$3,836,074	97,934	-2.1%	Shares	Sole	2022-07-22
2022-03-31	$4,848,132	100,044	+31.9%	Shares	Sole	2022-05-02
2021-12-31	$3,640,146	75,868	+0.7%	Shares	Sole	2022-02-10
2021-09-30	$3,495,229	75,312	-5.7%	Shares	Sole	2021-11-12
2020-09-30	$1,877,179	79,846	+3.8%	Shares	Sole	2020-10-23
2020-06-30	$1,969,280	76,925	+129.3%	Shares	Defined	2020-08-07
2020-03-31	$962,971	33,553	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.