Safeguard Investment Advisory Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1846711
Corona, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$470,965
+$87,006 QoQ
Shares Held
5,699
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,852
of 2,859 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Safeguard Investment Advisory Group, LLC holds $4,425,677 across 5 Banks - Diversified names. WFC ranks #3 (10.6% of the industry book) .
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,965 | 5,699 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $383,959 | 4,823 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $441,208 | 4,734 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $641,306 | 7,651 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $606,989 | 7,576 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $567,428 | 7,904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $410,131 | 5,839 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $322,105 | 5,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $243,795 | 4,105 | Shares | Sole | 2024-08-09 | |
| 2020-12-31 | $34,767 | 1,152 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||