IVC Wealth Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1842811 SILVERDALE, PA

Position in WFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$880,777

+$30,304 QoQ

Shares Held

10,658

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,451

of 2,858 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $3,157,517 across 4 Banks - Diversified names. WFC ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,583	$1,172,823
2	WFC	Wells Fargo & Company/Mn This page	10,658	$880,777
3	BNY	Bank of New York Mellon Corp	5,339	$772,072
4	C	Citigroup Inc	2,371	$331,845

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$880,777	10,658	-0.2%	Shares	Sole	2026-07-14
2026-03-31	$850,473	10,683	-0.1%	Shares	Sole	2026-04-16
2025-12-31	$996,401	10,691	+0.1%	Shares	Sole	2026-01-16
2025-09-30	$895,113	10,679	-4.6%	Shares	Sole	2025-10-09
2025-06-30	$896,783	11,193	-12.2%	Shares	Sole	2025-07-22
2025-03-31	$915,466	12,752	-0.3%	Shares	Sole	2025-04-08
2024-12-31	$898,018	12,785	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$729,907	12,921	-14.7%	Shares	Sole	2024-10-24
2024-06-30	$899,105	15,139	-0.3%	Shares	Sole	2024-07-16
2024-03-31	$880,412	15,190	+0.3%	Shares	Sole	2024-04-19
2023-12-31	$745,190	15,140	-14.0%	Shares	Sole	2024-01-10
2023-09-30	$719,422	17,607	+0.3%	Shares	Sole	2023-10-05
2023-06-30	$749,162	17,553	+21.4%	Shares	Sole	2023-07-13
2023-03-31	$540,552	14,461	-39.7%	Shares	Sole	2023-04-13
2022-12-31	$989,597	23,967	+177.2%	Shares	Sole	2023-01-17
2022-09-30	$347,782	8,647	+0.2%	Shares	Sole	2022-10-12
2022-06-30	$338,076	8,631	-43.5%	Shares	Sole	2022-07-11
2022-03-31	$740,808	15,287	-0.1%	Shares	Sole	2022-04-27
2021-12-31	$734,189	15,302	+0.0%	Shares	Sole	2022-01-13
2021-09-30	$709,840	15,295	+0.1%	Shares	Sole	2021-10-08
2021-06-30	$692,348	15,287	+0.0%	Shares	Sole	2021-07-13
2021-03-31	$597,106	15,283	-3.1%	Shares	Sole	2021-04-20
2020-12-31	$476,210	15,779	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.