Procyon Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1804329 SHELTON, CT

Position in WFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$484,766

+$4,161 QoQ

Shares Held

5,866

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,836

of 2,858 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Procyon Advisors, LLC holds $21,452,801 across 6 Banks - Diversified names. WFC ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	57,623	$18,861,736
2	BAC	Bank Of America Corp /De/	20,282	$1,155,668
3	C	Citigroup Inc	3,875	$542,345
4	WFC	Wells Fargo & Company/Mn This page	5,866	$484,766
5	TD	Toronto Dominion Bank	1,913	$232,295
6	SAN	Banco Santander, S.A.	12,753	$175,991

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,766	5,866	-2.8%	Shares	Sole	2026-07-09
2026-03-31	$480,605	6,037	+0.2%	Shares	Sole	2026-05-04
2025-12-31	$561,343	6,023	+18.0%	Shares	Sole	2026-01-07
2025-09-30	$427,817	5,104	+54.5%	Shares	Sole	2025-10-28
2025-06-30	$264,636	3,303	-51.6%	Shares	Sole	2025-07-09
2025-03-31	$489,823	6,823	+2.8%	Shares	Sole	2025-04-11
2024-12-31	$466,323	6,639	+7.3%	Shares	Sole	2025-01-15
2024-09-30	$349,390	6,185	-0.7%	Shares	Sole	2024-10-11
2024-06-30	$369,762	6,226	-94.1%	Shares	Sole	2024-08-02
2024-03-31	$6,095,015	105,159	-0.3%	Shares	Sole	2024-04-15
2023-12-31	$5,190,593	105,457	+2.4%	Shares	Sole	2024-01-18
2023-09-30	$4,208,293	102,993	-1.2%	Shares	Sole	2023-10-10
2023-06-30	$4,450,542	104,277	+13268.8%	Shares	Sole	2023-07-17
2020-06-30	$19,968	780	-24.5%	Shares	Sole	2020-08-14
2020-03-31	$29,647	1,033	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.