Intrua Financial, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1812792 Houston, TX

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$552,944

+$18,284 QoQ

Shares Held

6,691

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,749

of 2,858 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrua Financial, LLC holds $5,021,809 across 5 Banks - Diversified names. WFC ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,463	$2,442,863
2	C	Citigroup Inc	7,184	$1,005,472
3	BAC	Bank Of America Corp /De/	13,896	$791,794
4	WFC	Wells Fargo & Company/Mn This page	6,691	$552,944
5	BNS	Bank Of Nova Scotia	2,634	$228,736

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,944	6,691	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$534,660	6,716	-9.5%	Shares	Sole	2026-04-23
2025-12-31	$691,730	7,422	+13.2%	Shares	Sole	2026-02-05
2025-09-30	$549,775	6,559	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$526,148	6,567	+7.0%	Shares	Sole	2025-08-08
2025-03-31	$440,575	6,137	-13.6%	Shares	Sole	2025-05-28
2024-12-31	$498,774	7,101	-37.4%	Shares	Sole	2025-05-28
2024-09-30	$640,822	11,344	-33.3%	Shares	Sole	2025-05-28
2024-06-30	$1,009,333	16,995	+21.0%	Shares	Sole	2025-05-28
2024-03-31	$813,874	14,042	-20.3%	Shares	Sole	2025-05-28
2023-12-31	$867,404	17,623	+6.0%	Shares	Sole	2025-05-28
2023-09-30	$679,542	16,631	-4.4%	Shares	Sole	2025-05-28
2023-06-30	$742,546	17,398	+61.4%	Shares	Sole	2025-02-13
2023-03-31	$402,919	10,779	+10.7%	Shares	Sole	2023-05-15
2022-12-31	$402,164	9,740	-17.8%	Shares	Sole	2023-01-20
2022-09-30	$476,486	11,847	+7.2%	Shares	Sole	2022-11-14
2022-06-30	$432,867	11,051	-1.1%	Shares	Sole	2022-08-12
2022-03-31	$541,492	11,174	+13.3%	Shares	Sole	2022-05-11
2021-12-31	$473,082	9,860	-1.5%	Shares	Sole	2022-02-14
2021-09-30	$464,517	10,009	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.