Strategic Investment Advisors / MI
Position in WFC — Wells Fargo & Company/Mn
CIK 1760540
FARMINGTON HILLS, MI
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,144,068
-$60,829 QoQ
Shares Held
13,844
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,285
of 2,858 holders
Holding Since
Sep 2022
16 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, 2026Strategic Investment Advisors / MI holds $12,188,816 across 9 Banks - Diversified names. WFC ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,785 | $7,130,884 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
11,038 | $1,596,205 | |
| 3 | BAC |
Bank Of America Corp /De/
|
20,626 | $1,175,269 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
13,844 | $1,144,068 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,082 | $469,430 | |
| 6 | C |
Citigroup Inc
|
2,200 | $307,912 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,479 | $140,638 | |
| 8 | SAN |
Banco Santander, S.A.
|
8,237 | $113,670 |
All Filings in WFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,068 | 13,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,204,897 | 15,135 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $779,058 | 8,359 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $709,955 | 8,470 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $791,745 | 9,882 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $816,970 | 11,380 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $878,421 | 12,506 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $781,313 | 13,831 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $848,029 | 14,279 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $833,580 | 14,382 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $821,875 | 16,698 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $733,110 | 17,942 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,421,756 | 33,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $632,170 | 16,912 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $707,173 | 17,127 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $683,659 | 16,998 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||