Prime Capital Investment Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1731446
OVERLAND PARK, KS
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,031,731
-$41,055 QoQ
Shares Held
36,686
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#839
of 2,853 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $81,464,167 across 15 Banks - Diversified names. WFC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,129 | $49,469,055 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,693 | $12,062,267 | |
| 3 | C |
Citigroup Inc
|
31,245 | $4,373,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
36,686 | $3,031,731 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,982 | $2,660,808 | |
| 6 | RY |
Royal Bank Of Canada
|
10,688 | $2,212,095 | |
| 7 | TD |
Toronto Dominion Bank
|
14,694 | $1,784,292 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
86,156 | $1,713,642 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,031,731 | 36,686 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,072,786 | 38,598 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,167,065 | 44,711 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,637,871 | 43,401 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,444,919 | 42,997 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,255,280 | 59,274 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,848,021 | 40,547 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,295,640 | 40,638 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,536,428 | 42,708 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,799,931 | 48,308 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,175,526 | 64,517 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,427,525 | 34,937 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,779,158 | 41,686 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $741,394 | 19,834 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $727,116 | 17,610 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $259,660 | 6,456 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $230,358 | 5,881 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $219,384 | 4,844 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $85,632 | 3,345 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $43,681 | 1,522 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||