Perennial Investment Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1801523 Los Angeles, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$997,712

+$71,848 QoQ

Shares Held

12,073

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,346

of 2,858 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $6,661,994 across 4 Banks - Diversified names. WFC ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,630	$3,479,517
2	BAC	Bank Of America Corp /De/	26,071	$1,485,525
3	WFC	Wells Fargo & Company/Mn This page	12,073	$997,712
4	C	Citigroup Inc	4,996	$699,240

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,712	12,073	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$925,864	11,630	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$1,105,072	11,857	+15.8%	Shares	Sole	2026-02-17
2025-09-30	$858,400	10,241	-7.5%	Shares	Sole	2025-11-12
2025-06-30	$887,008	11,071	+10.4%	Shares	Sole	2025-08-11
2025-03-31	$719,694	10,025	+7.0%	Shares	Sole	2025-05-15
2024-12-31	$658,008	9,368	+1.9%	Shares	Sole	2025-02-13
2024-09-30	$519,256	9,192	-1.9%	Shares	Sole	2024-11-14
2024-06-30	$556,484	9,370	-16.4%	Shares	Sole	2024-08-09
2024-03-31	$649,905	11,213	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$559,483	11,367	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$485,089	11,872	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$493,295	11,558	-1.4%	Shares	Sole	2023-08-14
2023-03-31	$438,130	11,721	-0.8%	Shares	Sole	2023-05-12
2022-12-31	$487,882	11,816	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$474,073	11,787	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$456,761	11,661	-4.7%	Shares	Sole	2022-08-10
2022-03-31	$592,665	12,230	-1.6%	Shares	Sole	2022-05-09
2021-12-31	$596,151	12,425	+69.8%	Shares	Sole	2022-02-14
2021-09-30	$339,674	7,319	-3.9%	Shares	Sole	2021-11-12
2021-06-30	$344,883	7,615	-10.2%	Shares	Sole	2021-07-29
2021-03-31	$331,196	8,477	+23.1%	Shares	Sole	2021-04-29
2020-12-31	$207,910	6,889	-45.2%	Shares	Sole	2021-01-22
2020-06-30	$322,073	12,581	-17.3%	Shares	Sole	2020-07-16
2020-03-31	$436,842	15,221	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.