TRANSCEND CAPITAL ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1776082 MADISON, NJ

Position in WFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,333,972

+$728,834 QoQ

Shares Held

52,444

+15.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#719

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $25,279,679 across 6 Banks - Diversified names. WFC ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,904	$14,043,766
2	WFC	Wells Fargo & Company/Mn This page	52,444	$4,333,972
3	BAC	Bank Of America Corp /De/	51,979	$2,961,763
4	C	Citigroup Inc	15,129	$2,117,454
5	BNY	Bank of New York Mellon Corp	10,532	$1,523,032
6	RY	Royal Bank Of Canada	1,448	$299,692

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,333,972	52,444	+15.8%	Shares	Sole	2026-08-04
2026-03-31	$3,605,138	45,285	-0.1%	Shares	Sole	2026-05-13
2025-12-31	$4,225,688	45,340	-3.5%	Shares	Sole	2026-01-23
2025-09-30	$3,937,193	46,972	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$3,791,518	47,323	-2.4%	Shares	Sole	2025-08-01
2025-03-31	$3,482,102	48,504	-2.1%	Shares	Sole	2025-04-24
2024-12-31	$3,481,024	49,559	-4.7%	Shares	Sole	2025-02-03
2024-09-30	$2,936,180	51,977	-1.2%	Shares	Sole	2024-10-15
2024-06-30	$3,124,804	52,615	+4.5%	Shares	Sole	2024-07-02
2024-03-31	$2,919,039	50,363	+3.1%	Shares	Sole	2024-05-03
2023-12-31	$2,404,987	48,862	-5.3%	Shares	Sole	2024-02-05
2023-09-30	$2,108,376	51,600	-27.4%	Shares	Sole	2023-10-31
2023-06-30	$3,034,334	71,095	-0.5%	Shares	Sole	2023-07-13
2023-03-31	$2,670,277	71,436	+2.6%	Shares	Sole	2023-04-12
2022-12-31	$2,875,765	69,648	-11.7%	Shares	Sole	2023-01-20
2022-09-30	$3,172,553	78,880	+1.7%	Shares	Sole	2022-10-17
2022-06-30	$3,039,396	77,595	-0.3%	Shares	Sole	2022-07-12
2022-03-31	$3,770,042	77,797	+0.9%	Shares	Sole	2022-04-20
2021-12-31	$3,700,793	77,132	+0.0%	Shares	Sole	2022-01-20
2021-09-30	$3,579,185	77,121	-17.7%	Shares	Sole	2021-11-04
2021-06-30	$4,246,435	93,761	-2.8%	Shares	Sole	2021-08-13
2021-03-31	$3,767,793	96,437	+6.5%	Shares	Sole	2021-05-12
2020-12-31	$2,733,010	90,557	+8.6%	Shares	Sole	2021-02-12
2020-09-30	$1,959,911	83,365	+299.4%	Shares	Defined	2020-11-13
2020-06-30	$534,348	20,873	-56.9%	Shares	Defined	2020-08-05
2020-03-31	$1,391,289	48,477	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.