SageView Advisory Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1914558
NEWPORT BEACH, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$655,500
+$34,702 QoQ
Shares Held
7,932
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,628
of 2,858 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $19,932,530 across 5 Banks - Diversified names. WFC ranks #5 (3.3% of the industry book) .
All Filings in WFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,500 | 7,932 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $620,798 | 7,798 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,228,282 | 13,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,459,976 | 17,418 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,224,874 | 15,288 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,058,256 | 14,741 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,014,546 | 14,444 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $611,108 | 10,818 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,186,790 | 19,983 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $894,032 | 18,164 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $275,804 | 6,750 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $278,230 | 6,519 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $213,925 | 5,723 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $260,250 | 6,303 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||