Benchmark Financial Wealth Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1757706 BOCA RATON, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$664,673

+$6,140 QoQ

Shares Held

8,043

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,617

of 2,858 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Benchmark Financial Wealth Advisors, LLC holds $4,503,347 across 5 Banks - Diversified names. WFC ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,065	$1,657,926
2	BAC	Bank Of America Corp /De/	22,481	$1,280,967
3	RY	Royal Bank Of Canada	3,235	$669,547
4	WFC	Wells Fargo & Company/Mn This page	8,043	$664,673
5	C	Citigroup Inc	1,645	$230,234

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,673	8,043	-2.8%	Shares	Sole	2026-07-17
2026-03-31	$658,533	8,272	-5.7%	Shares	Sole	2026-04-27
2025-12-31	$817,364	8,770	-0.6%	Shares	Sole	2026-01-27
2025-09-30	$739,543	8,823	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$707,539	8,831	+17.6%	Shares	Sole	2025-08-05
2025-03-31	$539,286	7,512	-2.8%	Shares	Sole	2025-04-25
2024-12-31	$543,025	7,731	+0.5%	Shares	Sole	2025-01-27
2024-09-30	$434,464	7,691	+0.7%	Shares	Sole	2024-10-30
2024-06-30	$453,680	7,639	+1.9%	Shares	Sole	2024-07-23
2024-03-31	$434,410	7,495	+6.3%	Shares	Sole	2024-04-22
2023-12-31	$347,099	7,052	+0.8%	Shares	Sole	2024-01-23
2023-09-30	$285,856	6,996	+1.5%	Shares	Sole	2023-10-13
2023-06-30	$294,065	6,890	-5.3%	Shares	Sole	2023-07-25
2023-03-31	$271,976	7,276	+0.6%	Shares	Sole	2023-04-28
2022-12-31	$298,567	7,231	+4.5%	Shares	Sole	2023-01-23
2022-09-30	$278,402	6,922	+6.8%	Shares	Sole	2022-11-01
2022-06-30	$253,860	6,481	-16.4%	Shares	Sole	2022-07-22
2022-03-31	$375,613	7,751	+3.9%	Shares	Sole	2022-04-22
2021-12-31	$357,834	7,458	+9.5%	Shares	Sole	2022-01-26
2021-09-30	$316,052	6,810	+1.5%	Shares	Sole	2021-10-26
2021-06-30	$303,895	6,710	-2.4%	Shares	Sole	2021-07-26
2021-03-31	$268,606	6,875	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.