Powell Investment Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1802195 MIAMI, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$250,068

+$9,169 QoQ

Shares Held

3,026

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,339

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $4,900,980 across 4 Banks - Diversified names. WFC ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,451	$3,093,595
2	C	Citigroup Inc	8,628	$1,207,574
3	BAC	Bank Of America Corp /De/	6,138	$349,743
4	WFC	Wells Fargo & Company/Mn This page	3,026	$250,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,068	3,026	0.0%	Shares	Sole	2026-07-29
2026-03-31	$240,899	3,026	+7.4%	Shares	Sole	2026-04-23
2025-12-31	$262,544	2,817	0.0%	Shares	Sole	2026-02-09
2025-09-30	$236,120	2,817	0.0%	Shares	Sole	2025-11-13
2025-06-30	$225,698	2,817	0.0%	Shares	Sole	2025-07-22
2025-03-31	$202,232	2,817	0.0%	Shares	Sole	2025-05-09
2024-12-31	$197,866	2,817	0.0%	Shares	Sole	2025-01-29
2024-09-30	$159,132	2,817	0.0%	Shares	Sole	2024-11-01
2024-06-30	$167,301	2,817	-11.1%	Shares	Sole	2024-07-31
2024-03-31	$183,675	3,169	0.0%	Shares	Sole	2024-04-16
2023-12-31	$155,978	3,169	0.0%	Shares	Sole	2024-02-01
2023-09-30	$129,485	3,169	0.0%	Shares	Sole	2023-10-16
2023-06-30	$135,252	3,169	0.0%	Shares	Sole	2023-08-03
2023-03-31	$118,457	3,169	0.0%	Shares	Sole	2023-05-10
2022-12-31	$130,848	3,169	0.0%	Shares	Sole	2023-02-14
2022-09-30	$127,457	3,169	0.0%	Shares	Sole	2022-11-14
2022-06-30	$124,129	3,169	0.0%	Shares	Sole	2022-08-02
2022-03-31	$153,569	3,169	+68.5%	Shares	Sole	2022-05-09
2021-12-31	$90,250	1,881	0.0%	Shares	Sole	2022-01-14
2021-09-30	$87,297	1,881	0.0%	Shares	Sole	2021-10-13
2021-06-30	$85,190	1,881	0.0%	Shares	Sole	2021-07-14
2021-03-31	$73,490	1,881	0.0%	Shares	Sole	2021-04-14
2020-12-31	$56,768	1,881	0.0%	Shares	Sole	2021-01-14
2020-09-30	$44,222	1,881	-75.3%	Shares	Sole	2020-10-07
2020-06-30	$195,200	7,625	+0.6%	Shares	Sole	2020-07-31
2020-03-31	$217,459	7,577	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.