Visionary Wealth Advisors

Position in WFC — Wells Fargo & Company/Mn

CIK 1802984 O'FALLON, IL

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,052,750

+$163,427 QoQ

Shares Held

12,739

+14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,324

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $35,752,939 across 5 Banks - Diversified names. WFC ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	53,977	$17,668,291
2	BNY	Bank of New York Mellon Corp	90,673	$13,112,222
3	BAC	Bank Of America Corp /De/	45,598	$2,598,174
4	C	Citigroup Inc	9,442	$1,321,502
5	WFC	Wells Fargo & Company/Mn This page	12,739	$1,052,750

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,750	12,739	+14.0%	Shares	Sole	2026-08-13
2026-03-31	$889,323	11,171	-7.9%	Shares	Sole	2026-05-13
2025-12-31	$1,130,888	12,134	+103.1%	Shares	Sole	2026-02-13
2025-09-30	$500,824	5,975	-36.0%	Shares	Sole	2025-11-13
2025-06-30	$747,599	9,331	+71.4%	Shares	Sole	2025-08-14
2025-03-31	$390,824	5,444	-2.7%	Shares	Sole	2025-05-14
2024-12-31	$392,852	5,593	-2.9%	Shares	Sole	2025-02-14
2024-09-30	$325,269	5,758	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$341,195	5,745	-10.4%	Shares	Sole	2024-08-13
2024-03-31	$371,755	6,414	-11.0%	Shares	Sole	2024-05-15
2023-12-31	$354,580	7,204	-6.9%	Shares	Sole	2024-02-14
2023-09-30	$316,133	7,737	-9.3%	Shares	Sole	2023-11-13
2023-06-30	$364,060	8,530	-9.4%	Shares	Sole	2023-08-11
2023-03-31	$352,119	9,420	+3.8%	Shares	Sole	2023-05-15
2022-12-31	$374,871	9,079	+22.1%	Shares	Sole	2023-02-14
2022-09-30	$299,116	7,437	-23.8%	Shares	Sole	2022-11-14
2022-06-30	$382,495	9,765	-37.3%	Shares	Sole	2022-08-12
2022-03-31	$754,909	15,578	+34.8%	Shares	Sole	2022-05-12
2021-12-31	$554,408	11,555	+64.4%	Shares	Sole	2022-02-14
2021-09-30	$326,215	7,029	-15.2%	Shares	Sole	2021-11-12
2021-06-30	$375,499	8,291	+16.8%	Shares	Sole	2021-08-13
2021-03-31	$277,357	7,099	-93.5%	Shares	Sole	2021-05-18
2020-12-31	$3,285,666	108,869	+2.9%	Shares	Sole	2021-02-16
2020-09-30	$2,488,509	105,849	+22.3%	Shares	Sole	2020-11-16
2020-06-30	$2,215,628	86,548	+50.4%	Shares	Sole	2020-08-14
2020-03-31	$1,651,713	57,551	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.