CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1766904
RICHMOND, VA
Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$645,493
+$50,573 QoQ
Shares Held
7,811
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,635
of 2,853 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,507,457 across 12 Banks - Diversified names. WFC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,416 | $3,736,789 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,799 | $1,299,082 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
7,811 | $645,493 | |
| 4 | C |
Citigroup Inc
|
3,701 | $517,986 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,664 | $231,995 | |
| 6 | RY |
Royal Bank Of Canada
|
1,097 | $227,045 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,469 | $212,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,958 | $186,185 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,493 | 7,811 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $594,920 | 7,473 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $721,831 | 7,745 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $565,530 | 6,747 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $488,006 | 6,091 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $372,730 | 5,192 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $311,162 | 4,430 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $875,424 | 15,497 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $1,014,854 | 17,088 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $986,941 | 17,028 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $841,020 | 17,087 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $719,380 | 17,606 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $735,888 | 17,242 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $433,421 | 11,595 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $477,271 | 11,559 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $502,629 | 12,497 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $479,284 | 12,236 | Shares | Sole | 2022-08-15 | |
| 2020-12-31 | $606,436 | 20,094 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $78,382 | 3,334 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||