CSM Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1863523 WARRENDALE, PA

Position in WFC

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

Position Value

$1,794,279

-$94,866 QoQ

Shares Held

21,712

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,047

of 2,859 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $137,768,223 across 4 Banks - Diversified names. WFC ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	338,868	$47,427,965
2	JPM	Jpmorgan Chase & Co	144,025	$47,143,703
3	BNY	Bank of New York Mellon Corp	286,303	$41,402,276
4	WFC	Wells Fargo & Company/Mn This page	21,712	$1,794,279

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,794,279	21,712	-8.5%	Shares	Sole	2026-08-14
2026-03-31	$1,889,145	23,730	+10.5%	Shares	Sole	2026-05-15
2025-12-31	$2,001,842	21,479	-55.4%	Shares	Sole	2026-02-11
2025-09-30	$4,033,334	48,119	-64.7%	Shares	Sole	2025-11-14
2025-06-30	$10,934,537	136,477	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$9,743,482	135,722	-3.6%	Shares	Sole	2025-05-14
2024-12-31	$9,884,313	140,722	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$8,106,992	143,512	-5.0%	Shares	Sole	2024-11-14
2024-06-30	$8,975,432	151,127	-4.8%	Shares	Sole	2024-08-14
2024-03-31	$9,202,425	158,772	+0.7%	Shares	Sole	2024-05-15
2023-12-31	$7,763,076	157,722	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$6,462,417	158,160	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$6,751,122	158,180	-0.2%	Shares	Sole	2023-08-14
2023-03-31	$5,925,664	158,525	+12.0%	Shares	Sole	2023-05-15
2022-12-31	$5,843,567	141,525	+1.7%	Shares	Sole	2023-02-14
2022-09-30	$5,598,422	139,195	-10.1%	Shares	Sole	2022-11-14
2022-06-30	$6,062,340	154,770	+0.7%	Shares	Sole	2022-08-11
2022-03-31	$7,449,368	153,722	-19.4%	Shares	Sole	2022-05-16
2021-12-31	$9,154,679	190,802	-1.8%	Shares	Sole	2022-02-09
2021-09-30	$9,018,948	194,332	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$8,706,187	192,232	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$7,524,178	192,582	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.