GREAT VALLEY ADVISOR GROUP, INC.
Position in WFC — Wells Fargo & Company/Mn
CIK 1769897
WILMINGTON, DE
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,366,231
+$235,151 QoQ
Shares Held
28,633
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#951
of 2,858 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $54,245,930 across 9 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
103,960 | $34,029,226 | |
| 2 | BAC |
Bank Of America Corp /De/
|
149,602 | $8,524,321 | |
| 3 | C |
Citigroup Inc
|
41,896 | $5,863,764 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
28,633 | $2,366,231 | |
| 5 | RY |
Royal Bank Of Canada
|
6,761 | $1,399,324 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
5,469 | $966,372 | |
| 7 | TD |
Toronto Dominion Bank
|
4,797 | $582,499 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,452 | $354,583 |
All Filings in WFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,366,231 | 28,633 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,131,080 | 26,769 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,319,748 | 24,890 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,971,614 | 23,522 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,354,749 | 16,909 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,253,381 | 17,459 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,280,264 | 18,227 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,310,850 | 23,205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,349,222 | 22,718 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,358,408 | 23,437 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,113,110 | 22,615 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $758,443 | 18,562 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $781,982 | 18,322 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $628,469 | 16,813 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $684,464 | 16,577 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $721,104 | 17,929 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $661,894 | 16,898 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,120,734 | 23,127 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $473,994 | 9,879 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $490,692 | 10,573 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $496,151 | 10,955 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $424,222 | 10,858 | Shares | Sole | 2021-04-20 | |
| 2020-06-30 | $252,441 | 9,861 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $280,025 | 9,757 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||