Richwood Investment Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1911900 Cincinnati, OH

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$980,440

-$14,446 QoQ

Shares Held

11,864

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#1,359

of 2,858 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Richwood Investment Advisors, LLC holds $2,689,499 across 3 Banks - Diversified names. WFC ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	11,864	$980,440
2	C	Citigroup Inc	6,128	$857,674
3	JPM	Jpmorgan Chase & Co	2,601	$851,385

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$980,440	11,864	-5.1%	Shares	Sole	2026-07-29
2026-03-31	$994,886	12,497	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,164,720	12,497	-2.3%	Shares	Sole	2026-02-12
2025-09-30	$1,072,644	12,797	0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,025,295	12,797	-1.1%	Shares	Sole	2025-07-23
2025-03-31	$928,531	12,934	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$921,338	13,117	-2.2%	Shares	Sole	2025-02-11
2024-09-30	$757,926	13,417	-1.1%	Shares	Sole	2024-10-15
2024-06-30	$805,744	13,567	-0.4%	Shares	Sole	2024-07-26
2024-03-31	$789,241	13,617	0.0%	Shares	Sole	2024-05-13
2023-12-31	$670,228	13,617	-5.7%	Shares	Sole	2024-02-09
2023-09-30	$589,732	14,433	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$618,134	14,483	-3.3%	Shares	Sole	2023-07-21
2023-03-31	$559,989	14,981	-2.0%	Shares	Sole	2023-04-19
2022-12-31	$630,952	15,281	-5.2%	Shares	Sole	2023-02-08
2022-09-30	$648,547	16,125	-5.7%	Shares	Sole	2022-10-27
2022-06-30	$669,611	17,095	0.0%	Shares	Sole	2022-07-22
2022-03-31	$828,423	17,095	-0.6%	Shares	Sole	2022-04-28
2021-12-31	$825,016	17,195	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.