Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in WFC — Wells Fargo & Company/Mn
CIK 1748861
CONCORD, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$786,402
+$5,906 QoQ
Shares Held
9,516
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,513
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $8,899,002 across 6 Banks - Diversified names. WFC ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,860 | $5,518,783 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,080 | $802,278 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
9,516 | $786,402 | |
| 4 | C |
Citigroup Inc
|
4,714 | $659,771 | |
| 5 | TD |
Toronto Dominion Bank
|
4,853 | $589,299 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,070 | $542,469 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,402 | 9,516 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $780,496 | 9,804 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $920,909 | 9,881 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,185,382 | 14,142 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,166,306 | 14,557 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,054,236 | 14,685 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,057,884 | 15,061 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $819,895 | 14,514 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $877,546 | 14,776 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $908,696 | 15,678 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $764,288 | 15,528 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $570,119 | 13,953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $559,577 | 13,111 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $519,918 | 13,909 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $447,046 | 10,827 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $381,164 | 9,477 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $371,214 | 9,477 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $435,025 | 8,977 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $450,676 | 9,393 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $445,907 | 9,608 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $518,751 | 11,454 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $466,730 | 11,946 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $332,704 | 11,024 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $254,848 | 10,840 | Shares | Sole | 2020-11-25 | |
| 2020-06-30 | $513,305 | 20,051 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $516,341 | 17,991 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||