GUARDIAN WEALTH ADVISORS, LLC / NC

Position in WFC — Wells Fargo & Company/Mn

CIK 1901403 RALEIGH, NC

Position in WFC

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

Position Value

$714,257

+$16,954 QoQ

Shares Held

8,643

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,570

of 2,858 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $14,428,295 across 6 Banks - Diversified names. WFC ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,569	$9,351,490
2	BAC	Bank Of America Corp /De/	38,743	$2,207,576
3	RY	Royal Bank Of Canada	4,461	$923,293
4	BNY	Bank of New York Mellon Corp	4,943	$714,807
5	WFC	Wells Fargo & Company/Mn This page	8,643	$714,257
6	C	Citigroup Inc	3,693	$516,872

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$714,257	8,643	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$697,303	8,759	-5.9%	Shares	Sole	2026-05-15
2025-12-31	$867,505	9,308	+0.4%	Shares	Sole	2026-02-17
2025-09-30	$777,011	9,270	+18.7%	Shares	Sole	2025-11-14
2025-06-30	$625,897	7,812	+5.6%	Shares	Sole	2025-08-14
2025-03-31	$531,246	7,400	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$515,421	7,338	-1.2%	Shares	Sole	2025-02-14
2024-09-30	$419,664	7,429	+1.7%	Shares	Sole	2024-11-14
2024-06-30	$434,022	7,308	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$424,499	7,324	+14.0%	Shares	Sole	2024-05-15
2023-12-31	$316,140	6,423	+14.7%	Shares	Sole	2024-02-14
2023-09-30	$228,775	5,599	+10.7%	Shares	Sole	2023-11-14
2022-12-31	$208,803	5,057	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.