Sound Income Strategies, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1730960 Ft Lauderdale, FL

Position in WFC

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

Position Value

$572,612

+$24,816 QoQ

Shares Held

6,929

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,721

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

Sound Income Strategies, LLC holds $36,883,229 across 5 Banks - Diversified names. WFC ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	162,159	$22,695,773
2	BNY	Bank of New York Mellon Corp	53,940	$7,800,263
3	JPM	Jpmorgan Chase & Co	13,029	$4,264,782
4	BAC	Bank Of America Corp /De/	27,199	$1,549,799
5	WFC	Wells Fargo & Company/Mn This page	6,929	$572,612

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,612	6,929	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$547,796	6,881	-0.5%	Shares	Sole	2026-04-27
2025-12-31	$644,291	6,913	-5.4%	Shares	Sole	2026-01-21
2025-09-30	$612,556	7,308	-4.7%	Shares	Sole	2025-10-10
2025-06-30	$614,360	7,668	+0.9%	Shares	Sole	2025-07-17
2025-03-31	$545,460	7,598	+1.3%	Shares	Sole	2025-04-17
2024-12-31	$526,729	7,499	+16.7%	Shares	Sole	2025-01-21
2024-09-30	$362,891	6,424	-0.8%	Shares	Sole	2024-10-10
2024-06-30	$384,609	6,476	+1.4%	Shares	Sole	2024-07-12
2024-03-31	$370,074	6,385	-7.8%	Shares	Sole	2024-04-15
2023-12-31	$340,996	6,928	-22.1%	Shares	Sole	2024-01-10
2023-09-30	$363,163	8,888	+448.6%	Shares	Sole	2023-10-12
2023-06-30	$69,141	1,620	+82.8%	Shares	Sole	2023-07-10
2023-03-31	$33,118	886	-2.7%	Shares	Sole	2023-04-10
2022-12-31	$37,615	911	0.0%	Shares	Sole	2023-01-11
2022-09-30	$36,640	911	+53.6%	Shares	Sole	2022-10-18
2022-06-30	$23,227	593	0.0%	Shares	Sole	2022-07-11
2022-03-31	$28,736	593	-13.4%	Shares	Sole	2022-04-11
2021-12-31	$32,866	685	+60.4%	Shares	Sole	2022-01-13
2021-09-30	$19,817	427	0.0%	Shares	Sole	2021-10-12
2021-06-30	$19,338	427	+88.1%	Shares	Sole	2021-07-13
2021-03-31	$8,868	227	-46.3%	Shares	Sole	2021-04-14
2020-12-31	$12,766	423	-66.7%	Shares	Sole	2021-01-11
2020-09-30	$29,904	1,272	+120.1%	Shares	Sole	2020-10-08
2020-06-30	$14,796	578	-91.0%	Shares	Sole	2020-07-13
2020-03-31	$184,368	6,424	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.