Sandy Cove Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1908217 Hingham, MA

Position in WFC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$305,024

+$17,155 QoQ

Shares Held

3,691

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,187

of 2,859 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sandy Cove Advisors, LLC holds $4,450,470 across 4 Banks - Diversified names. WFC ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,142	$3,319,780
2	BAC	Bank Of America Corp /De/	8,362	$476,466
3	C	Citigroup Inc	2,495	$349,200
4	WFC	Wells Fargo & Company/Mn This page	3,691	$305,024

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,024	3,691	+2.1%	Shares	Sole	2026-07-07
2026-03-31	$287,869	3,616	+1.5%	Shares	Sole	2026-05-05
2025-12-31	$332,071	3,563	+3.9%	Shares	Sole	2026-02-09
2025-09-30	$287,418	3,429	+3.5%	Shares	Sole	2025-10-22
2025-06-30	$265,517	3,314	+17.0%	Shares	Sole	2025-07-09
2025-03-31	$203,381	2,833	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.