RDA Financial Network

Position in WFC — Wells Fargo & Company/Mn

CIK 1774086 AKRON, IA

Position in WFC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$263,869

+$20,183 QoQ

Shares Held

3,193

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,301

of 2,858 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RDA Financial Network holds $11,524,938 across 4 Banks - Diversified names. WFC ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,995	$9,818,263
2	BAC	Bank Of America Corp /De/	15,754	$897,662
3	C	Citigroup Inc	3,895	$545,144
4	WFC	Wells Fargo & Company/Mn This page	3,193	$263,869

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,869	3,193	+4.3%	Shares	Sole	2026-07-06
2026-03-31	$243,686	3,061	-11.9%	Shares	Sole	2026-04-08
2025-12-31	$323,776	3,474	+11.5%	Shares	Sole	2026-01-06
2025-09-30	$261,266	3,117	+5.1%	Shares	Sole	2025-10-08
2025-06-30	$237,635	2,966	-0.4%	Shares	Sole	2025-07-07
2025-03-31	$213,718	2,977	-19.7%	Shares	Sole	2025-04-14
2024-12-31	$260,309	3,706	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.