Providence Wealth Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1744955 FRANKFORT, IL

Position in WFC

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

Position Value

$1,457,604

+$63,235 QoQ

Shares Held

17,638

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,154

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

Providence Wealth Advisors, LLC holds $8,730,555 across 3 Banks - Diversified names. WFC ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,242	$6,953,143
2	WFC	Wells Fargo & Company/Mn This page	17,638	$1,457,604
3	C	Citigroup Inc	2,285	$319,808

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,457,604	17,638	+0.7%	Shares	Sole	2026-07-30
2026-03-31	$1,394,369	17,515	+0.1%	Shares	Sole	2026-05-05
2025-12-31	$1,631,186	17,502	-0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,467,352	17,506	+2.8%	Shares	Sole	2025-11-05
2025-06-30	$1,364,443	17,030	+4.4%	Shares	Sole	2025-08-12
2025-03-31	$1,170,535	16,305	+1.5%	Shares	Sole	2025-05-07
2024-12-31	$1,128,756	16,070	+0.7%	Shares	Sole	2025-02-12
2024-09-30	$901,241	15,954	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$919,297	15,479	+2.0%	Shares	Sole	2024-08-09
2024-03-31	$879,774	15,179	-10.6%	Shares	Sole	2024-05-13
2023-12-31	$835,804	16,981	+21.1%	Shares	Sole	2024-02-14
2023-09-30	$573,020	14,024	+2.6%	Shares	Sole	2023-11-13
2023-06-30	$583,606	13,674	-12.6%	Shares	Sole	2023-08-08
2023-03-31	$584,585	15,639	+7.9%	Shares	Sole	2023-05-11
2022-12-31	$598,663	14,499	+1.0%	Shares	Sole	2023-02-13
2022-09-30	$577,116	14,349	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$586,296	14,968	+11.6%	Shares	Sole	2022-08-10
2022-03-31	$650,236	13,418	+3.5%	Shares	Sole	2022-05-10
2021-12-31	$622,204	12,968	0.0%	Shares	Sole	2022-01-12
2021-09-30	$601,844	12,968	+1.6%	Shares	Sole	2021-11-15
2021-06-30	$578,262	12,768	0.0%	Shares	Sole	2021-08-12
2021-03-31	$498,845	12,768	+4.9%	Shares	Sole	2021-05-17
2020-12-31	$367,260	12,169	+16.5%	Shares	Sole	2021-02-16
2020-09-30	$245,655	10,449	-5.4%	Shares	Sole	2020-11-10
2020-06-30	$282,854	11,049	-4.3%	Shares	Sole	2020-08-07
2020-03-31	$331,370	11,546	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.