W ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1929907 Germantown, TN

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$232,466

+$8,525 QoQ

Shares Held

2,813

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,400

of 2,858 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W ADVISORS, LLC holds $3,827,463 across 5 Banks - Diversified names. WFC ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,746	$2,535,497
2	BAC	Bank Of America Corp /De/	7,285	$415,098
3	BNY	Bank of New York Mellon Corp	2,444	$353,426
4	C	Citigroup Inc	2,079	$290,976
5	WFC	Wells Fargo & Company/Mn This page	2,813	$232,466

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,466	2,813	0.0%	Shares	Other	2026-07-31
2026-03-31	$223,941	2,813	-20.3%	Shares	Sole	2026-04-29
2025-03-31	$253,489	3,531	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.