Caerus Investment Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1862682 WEST LAKE HILLS, TX

Position in WFC

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

Position Value

$412,621

New position

Shares Held

4,993

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,940

of 2,858 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caerus Investment Advisors, LLC holds $2,476,927 across 4 Banks - Diversified names. WFC ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,865	$937,800
2	C	Citigroup Inc	5,941	$831,502
3	WFC	Wells Fargo & Company/Mn This page	4,993	$412,621
4	BNY	Bank of New York Mellon Corp	2,040	$295,004

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,621	4,993	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.