Allied Investment Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1729869 BILLINGS, MT

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$17,350,846

+$1,214,775 QoQ

Shares Held

209,957

+3.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.08%

of 13F equity value

Holder Rank

#407

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allied Investment Advisors, LLC holds $60,249,764 across 5 Banks - Diversified names. WFC ranks #3 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,656	$23,127,828
2	BAC	Bank Of America Corp /De/	334,060	$19,034,738
3	WFC	Wells Fargo & Company/Mn This page	209,957	$17,350,846
4	C	Citigroup Inc	3,732	$522,330
5	BNY	Bank of New York Mellon Corp	1,480	$214,022

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,350,846	209,957	+3.6%	Shares	Sole	2026-07-20
2026-03-31	$16,136,071	202,689	+1.0%	Shares	Sole	2026-04-27
2025-12-31	$18,709,713	200,748	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$16,809,849	200,547	+2.1%	Shares	Sole	2025-11-04
2025-06-30	$15,739,013	196,443	-0.5%	Shares	Sole	2025-07-31
2025-03-31	$14,172,710	197,419	-0.4%	Shares	Sole	2025-04-08
2024-12-31	$13,918,969	198,163	-3.8%	Shares	Sole	2025-01-31
2024-09-30	$11,633,607	205,941	+0.8%	Shares	Sole	2024-10-04
2024-06-30	$12,130,229	204,247	-1.4%	Shares	Sole	2024-07-12
2024-03-31	$12,010,239	207,216	+2.9%	Shares	Sole	2024-04-11
2023-12-31	$9,914,138	201,425	+0.3%	Shares	Sole	2024-01-10
2023-09-30	$8,204,320	200,791	+2.1%	Shares	Sole	2023-10-05
2023-06-30	$8,397,546	196,756	+5.2%	Shares	Sole	2023-07-11
2023-03-31	$6,994,321	187,114	+3.7%	Shares	Sole	2023-04-18
2022-12-31	$7,447,312	180,366	-0.1%	Shares	Sole	2023-01-13
2022-09-30	$7,263,852	180,603	+4.0%	Shares	Sole	2022-10-13
2022-06-30	$6,803,241	173,685	+2.2%	Shares	Sole	2022-07-13
2022-03-31	$8,238,733	170,011	+3.8%	Shares	Sole	2022-04-11
2021-12-31	$7,857,300	163,762	+0.1%	Shares	Sole	2022-01-20
2021-09-30	$7,594,300	163,635	-0.5%	Shares	Sole	2021-10-13
2021-06-30	$7,446,853	164,426	+4.3%	Shares	Sole	2021-07-16
2021-03-31	$6,160,049	157,667	+7.5%	Shares	Sole	2021-04-20
2020-12-31	$4,426,470	146,669	+3.6%	Shares	Sole	2021-01-19
2020-09-30	$3,328,827	141,592	+2.8%	Shares	Sole	2020-10-13
2020-06-30	$3,527,603	137,797	+21.5%	Shares	Sole	2020-07-10
2020-03-31	$3,254,493	113,397	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.