Resonant Capital Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1803236 Madison, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,213,320

+$87,237 QoQ

Shares Held

14,682

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,237

of 2,853 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $19,296,921 across 11 Banks - Diversified names. WFC ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,882	$11,745,255
2	BAC	Bank Of America Corp /De/	31,347	$1,786,152
3	WFC	Wells Fargo & Company/Mn This page	14,682	$1,213,320
4	C	Citigroup Inc	8,227	$1,151,450
5	BNY	Bank of New York Mellon Corp	5,382	$778,291
6	MUFG	Mitsubishi Ufj Financial Group Inc	33,415	$664,624
7	ING	Ing Groep NV	19,778	$620,633
8	HSBC	Hsbc Holdings PLC	5,699	$541,917

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,213,320	14,682	+3.8%	Shares	Sole	2026-07-27
2026-03-31	$1,126,083	14,145	+9.2%	Shares	Sole	2026-04-29
2025-12-31	$1,207,685	12,958	+3.2%	Shares	Sole	2026-01-29
2025-09-30	$1,052,360	12,555	+3.9%	Shares	Sole	2025-10-29
2025-06-30	$968,089	12,083	+26.9%	Shares	Sole	2025-07-31
2025-03-31	$683,727	9,524	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$670,370	9,544	+12.5%	Shares	Sole	2025-01-24
2024-09-30	$479,374	8,486	+5.3%	Shares	Sole	2024-10-18
2024-06-30	$478,683	8,060	+26.1%	Shares	Sole	2024-08-01
2024-03-31	$370,422	6,391	+55.0%	Shares	Sole	2024-05-01
2023-12-31	$202,934	4,123	-12.5%	Shares	Sole	2024-01-31
2023-06-30	$201,108	4,712	+13.5%	Shares	Sole	2023-07-25
2022-03-31	$201,205	4,152	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.