Virtue Capital Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1729985 BRENTWOOD, TN

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$566,910

+$247 QoQ

Shares Held

6,860

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,733

of 2,858 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Virtue Capital Management, LLC holds $4,653,916 across 4 Banks - Diversified names. WFC ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,533	$2,793,106
2	BAC	Bank Of America Corp /De/	16,636	$947,919
3	WFC	Wells Fargo & Company/Mn This page	6,860	$566,910
4	C	Citigroup Inc	2,472	$345,981

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,910	6,860	-3.6%	Shares	Sole	2026-08-05
2026-03-31	$566,663	7,118	+5.8%	Shares	Sole	2026-05-07
2025-12-31	$626,956	6,727	-71.4%	Shares	Sole	2026-02-18
2025-09-30	$1,971,530	23,521	+232.1%	Shares	Sole	2026-02-18
2025-06-30	$567,489	7,083	-2.9%	Shares	Sole	2025-08-13
2025-03-31	$523,420	7,291	+9.5%	Shares	Sole	2025-05-15
2024-12-31	$467,517	6,656	-24.2%	Shares	Sole	2025-02-26
2023-09-30	$358,587	8,776	0.0%	Shares	Sole	2023-11-14
2023-06-30	$374,559	8,776	+75.6%	Shares	Sole	2023-07-18
2022-12-31	$206,367	4,998	-80.7%	Shares	Sole	2023-02-10
2022-03-31	$1,255,501	25,908	-3.9%	Shares	Sole	2022-05-16
2021-12-31	$1,293,732	26,964	+0.2%	Shares	Sole	2022-01-24
2021-09-30	$1,248,985	26,912	-3.6%	Shares	Sole	2021-11-12
2021-06-30	$1,264,179	27,913	-5.0%	Shares	Sole	2021-07-15
2021-03-31	$1,148,384	29,393	-27.9%	Shares	Sole	2021-05-13
2020-12-31	$1,230,861	40,784	-29.2%	Shares	Sole	2021-02-16
2020-09-30	$1,353,517	57,572	-34.0%	Shares	Sole	2020-11-16
2020-06-30	$2,231,552	87,170	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.