Sound View Wealth Advisors Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1784777
SAVANNAH, GA
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,832,899
+$54,590 QoQ
Shares Held
34,280
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#866
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $29,473,115 across 6 Banks - Diversified names. WFC ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,442 | $20,766,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
69,063 | $3,935,209 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
34,280 | $2,832,899 | |
| 4 | C |
Citigroup Inc
|
7,078 | $990,636 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,605 | $521,319 | |
| 6 | TD |
Toronto Dominion Bank
|
3,513 | $426,583 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,832,899 | 34,280 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,778,309 | 34,899 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,154,540 | 33,847 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,705,458 | 32,277 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,366,664 | 29,539 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $528,589 | 7,363 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $509,099 | 7,248 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $440,000 | 7,789 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $421,015 | 7,089 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $422,528 | 7,290 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $396,024 | 8,046 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $350,415 | 8,576 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $356,378 | 8,350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $630,376 | 16,864 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $332,219 | 8,046 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $651,081 | 16,188 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $633,574 | 16,175 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $783,307 | 16,164 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $777,371 | 16,202 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $344,779 | 7,429 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $355,888 | 7,858 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $346,589 | 8,871 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $261,539 | 8,666 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $234,183 | 9,961 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $277,504 | 10,840 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $291,104 | 10,143 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||