Winning Points Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1793399 BOCA RATON, FL

Position in WFC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,967,271

+$108,795 QoQ

Shares Held

35,906

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.80%

of 13F equity value

Holder Rank

#849

of 2,858 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Winning Points Advisors, LLC holds $20,965,853 across 5 Banks - Diversified names. WFC ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	166,152	$9,467,340
2	JPM	Jpmorgan Chase & Co	20,661	$6,762,965
3	WFC	Wells Fargo & Company/Mn This page	35,906	$2,967,271
4	UBS	UBS Group AG	30,688	$1,520,897
5	BMO	Bank Of Montreal /Can/	1,400	$247,380

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,967,271	35,906	0.0%	Shares	Sole	2026-08-17
2026-03-31	$2,858,476	35,906	-1.1%	Shares	Sole	2026-08-17
2025-12-31	$870	36,306	+303.1%	Shares	Sole	2026-02-12
2024-09-30	$508,748	9,006	-4.3%	Shares	Sole	2024-11-14
2024-03-31	$545,171	9,406	0.0%	Shares	Sole	2024-11-14
2023-12-31	$462,963	9,406	0.0%	Shares	Sole	2024-11-14
2023-06-30	$401,448	9,406	-82.3%	Shares	Sole	2024-11-14
2023-03-31	$1,981,364	53,006	0.0%	Shares	Sole	2023-04-21
2022-12-31	$2,188,617	53,006	-8.5%	Shares	Sole	2023-02-10
2022-09-30	$2,330,990	57,956	0.0%	Shares	Sole	2022-10-07
2022-06-30	$2,270,136	57,956	+1.8%	Shares	Sole	2022-08-15
2022-03-31	$2,760,087	56,956	+25.3%	Shares	Sole	2022-04-27
2021-12-31	$2,181,650	45,470	-20.9%	Shares	Sole	2022-02-16
2021-09-30	$2,668,853	57,506	+1.4%	Shares	Sole	2021-11-17
2021-06-30	$2,568,214	56,706	-1.8%	Shares	Sole	2021-08-16
2021-03-31	$2,256,526	57,756	-0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,743,498	57,770	+1.0%	Shares	Sole	2021-02-01
2020-09-30	$1,344,819	57,202	+1.4%	Shares	Sole	2020-11-13
2020-06-30	$1,444,352	56,420	+8.5%	Shares	Sole	2020-08-18
2020-03-31	$1,492,974	52,020	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.