Insight Advisors, LLC/ PA

Position in WFC — Wells Fargo & Company/Mn

CIK 1844880 Newtown, PA

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,009,556

+$68,904 QoQ

Shares Held

24,317

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,013

of 2,859 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Insight Advisors, LLC/ PA holds $5,660,453 across 4 Banks - Diversified names. WFC ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	24,317	$2,009,556
2	JPM	Jpmorgan Chase & Co	4,693	$1,536,159
3	BAC	Bank Of America Corp /De/	21,892	$1,247,406
4	C	Citigroup Inc	6,197	$867,332

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,009,556	24,317	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$1,940,652	24,377	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$2,260,938	24,259	+0.6%	Shares	Sole	2026-02-11
2025-09-30	$2,020,984	24,111	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$1,930,731	24,098	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$1,728,200	24,073	+0.5%	Shares	Sole	2025-04-11
2024-12-31	$1,682,107	23,948	-0.3%	Shares	Sole	2025-01-27
2024-09-30	$1,356,550	24,014	-0.1%	Shares	Sole	2024-10-15
2024-06-30	$1,427,260	24,032	+0.5%	Shares	Sole	2024-07-15
2024-03-31	$1,386,519	23,922	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$1,173,749	23,847	+0.2%	Shares	Sole	2024-01-23
2023-09-30	$972,549	23,802	-0.5%	Shares	Sole	2023-11-07
2023-06-30	$1,021,161	23,926	-0.7%	Shares	Sole	2023-08-07
2023-03-31	$900,558	24,092	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$1,014,330	24,566	-0.4%	Shares	Sole	2023-02-21
2022-09-30	$992,026	24,665	0.0%	Shares	Sole	2022-12-12
2022-06-30	$966,128	24,665	+0.7%	Shares	Sole	2022-08-11
2022-03-31	$1,187,173	24,498	+0.2%	Shares	Sole	2022-06-02
2021-12-31	$1,173,638	24,461	-0.9%	Shares	Sole	2022-02-09
2021-09-30	$1,145,166	24,675	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$1,114,632	24,611	-1.5%	Shares	Sole	2021-08-12
2021-03-31	$976,085	24,983	-0.0%	Shares	Sole	2021-05-17
2020-12-31	$754,077	24,986	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.