CFS Investment Advisory Services, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1845688 TOTOWA, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$420,141

+$162,524 QoQ

Shares Held

5,084

+57.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,923

of 2,858 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $12,017,330 across 5 Banks - Diversified names. WFC ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,389	$6,019,271
2	C	Citigroup Inc	20,661	$2,891,713
3	BAC	Bank Of America Corp /De/	38,443	$2,190,482
4	BNY	Bank of New York Mellon Corp	3,428	$495,723
5	WFC	Wells Fargo & Company/Mn This page	5,084	$420,141

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,141	5,084	+57.1%	Shares	Sole	2026-07-16
2026-03-31	$257,617	3,236	-91.7%	Shares	Sole	2026-04-29
2022-03-31	$1,000	38,816	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.