Cordgrass Capital Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1912040 RALEIGH, NC

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$237,590

+$8,712 QoQ

Shares Held

2,875

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,387

of 2,858 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cordgrass Capital Advisors, LLC holds $4,450,598 across 5 Banks - Diversified names. WFC ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,596	$1,831,738
2	RY	Royal Bank Of Canada	7,613	$1,575,662
3	BAC	Bank Of America Corp /De/	8,909	$507,634
4	C	Citigroup Inc	2,129	$297,974
5	WFC	Wells Fargo & Company/Mn This page	2,875	$237,590

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,590	2,875	0.0%	Shares	Sole	2026-08-06
2026-03-31	$228,878	2,875	-3.1%	Shares	Sole	2026-05-07
2025-12-31	$276,431	2,966	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$248,023	2,959	-4.1%	Shares	Sole	2025-11-04
2025-06-30	$247,330	3,087	+0.6%	Shares	Sole	2025-07-31
2025-03-31	$220,395	3,070	-2.2%	Shares	Sole	2025-05-12
2024-12-31	$220,413	3,138	-18.3%	Shares	Sole	2025-02-07
2024-06-30	$227,998	3,839	-17.4%	Shares	Sole	2024-07-18
2024-03-31	$269,514	4,650	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.