Investment Research & Advisory Group, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1802136
ATLANTA, GA
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$101,647
+$3,807 QoQ
Shares Held
1,230
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,609
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Investment Research & Advisory Group, Inc. holds $9,024,945 across 4 Banks - Diversified names. WFC ranks #4 (1.1% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,647 | 1,230 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $97,840 | 1,229 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $114,356 | 1,227 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $102,763 | 1,226 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $98,147 | 1,225 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $87,942 | 1,225 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $86,044 | 1,225 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $69,200 | 1,225 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $72,752 | 1,225 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $71,001 | 1,225 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $60,294 | 1,225 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $50,053 | 1,225 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $52,283 | 1,225 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $45,790 | 1,225 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $50,580 | 1,225 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $54,095 | 1,345 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $52,683 | 1,345 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $73,659 | 1,520 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $67,172 | 1,400 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $18,564 | 400 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $18,116 | 400 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $15,628 | 400 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,072 | 400 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,404 | 400 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,240 | 400 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $11,480 | 400 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||