Carson Advisory Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1909304 ATHENS, GA

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,056,221

+$62,928 QoQ

Shares Held

12,781

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,322

of 2,858 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $9,111,055 across 5 Banks - Diversified names. WFC ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	54,427	$3,101,250
2	JPM	Jpmorgan Chase & Co	8,963	$2,933,858
3	C	Citigroup Inc	12,566	$1,758,737
4	WFC	Wells Fargo & Company/Mn This page	12,781	$1,056,221
5	RY	Royal Bank Of Canada	1,261	$260,989

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,056,221	12,781	+2.4%	Shares	Sole	2026-08-11
2026-03-31	$993,293	12,477	+9.6%	Shares	Sole	2026-05-07
2025-12-31	$1,060,895	11,383	-7.4%	Shares	Sole	2026-02-12
2025-09-30	$1,030,650	12,296	-3.2%	Shares	Sole	2025-11-06
2025-06-30	$1,017,203	12,696	-2.3%	Shares	Sole	2025-08-05
2025-03-31	$932,982	12,996	-1.7%	Shares	Sole	2025-05-02
2024-12-31	$929,064	13,227	-3.6%	Shares	Sole	2025-02-13
2024-09-30	$774,986	13,719	-0.4%	Shares	Sole	2024-11-01
2024-06-30	$818,216	13,777	+9.2%	Shares	Sole	2024-08-07
2024-03-31	$731,107	12,614	-0.4%	Shares	Sole	2024-05-03
2023-12-31	$623,568	12,669	-2.6%	Shares	Sole	2024-02-06
2023-09-30	$531,261	13,002	-2.8%	Shares	Sole	2023-11-09
2023-06-30	$570,674	13,371	+1.6%	Shares	Sole	2023-07-28
2023-03-31	$491,696	13,154	-11.4%	Shares	Sole	2023-05-05
2022-12-31	$612,991	14,846	+9.5%	Shares	Sole	2023-02-08
2022-09-30	$545,262	13,557	-1.9%	Shares	Sole	2022-11-07
2022-06-30	$541,407	13,822	+0.7%	Shares	Sole	2022-08-03
2022-03-31	$665,113	13,725	-14.8%	Shares	Sole	2022-05-03
2021-12-31	$773,053	16,112	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.