Wealth Alliance Advisory Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1735734
Wichita, KS
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$376,921
+$14,218 QoQ
Shares Held
4,561
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,999
of 2,859 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $13,218,886 across 4 Banks - Diversified names. WFC ranks #4 (2.9% of the industry book) .
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,921 | 4,561 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $362,703 | 4,556 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $426,017 | 4,571 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $381,883 | 4,556 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $365,026 | 4,556 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $327,075 | 4,556 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $320,013 | 4,556 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $257,368 | 4,556 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $270,580 | 4,556 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $264,065 | 4,556 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $224,246 | 4,556 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $214,823 | 4,433 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $212,695 | 4,433 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $205,735 | 4,433 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $200,770 | 4,433 | Shares | Sole | 2021-07-13 | |
| 2020-12-31 | $231,269 | 7,663 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||