Beacon Financial Advisory LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1800502 Cleveland, OH

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$347,831

-$3,726 QoQ

Shares Held

4,209

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,085

of 2,868 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $5,962,594 across 4 Banks - Diversified names. WFC ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,556	$3,782,625
2	C	Citigroup Inc	8,431	$1,180,002
3	BAC	Bank Of America Corp /De/	11,445	$652,136
4	WFC	Wells Fargo & Company/Mn This page	4,209	$347,831

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$347,831	4,209	-4.7%	Shares	Sole	2026-08-05
2026-03-31	$351,557	4,416	-2.3%	Shares	Sole	2026-04-27
2025-12-31	$421,450	4,522	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$380,710	4,542	-1.2%	Shares	Sole	2025-10-29
2025-06-30	$368,391	4,598	+26.4%	Shares	Sole	2025-07-22
2025-03-31	$261,100	3,637	+1.4%	Shares	Sole	2025-04-24
2024-12-31	$251,950	3,587	-75.4%	Shares	Sole	2025-01-27
2020-06-30	$373,529	14,591	-0.5%	Shares	Sole	2020-07-07
2020-03-31	$420,655	14,657	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.