CBIZ Investment Advisory Services, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1795934
INDEPENDENCE, OH
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,975
+$110 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,841
of 2,859 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $1,445,701 across 5 Banks - Diversified names. WFC ranks #5 (0.2% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,975 | 36 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,865 | 36 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $54,615 | 586 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $29,337 | 350 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $28,202 | 352 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,064 | 377 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $3,863 | 55 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||