Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$162,470
-$23,419 QoQ
Shares Held
1,966
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,545
of 2,858 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $3,520,599 across 9 Banks - Diversified names. WFC ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
28,350 | $1,615,383 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,650 | $1,522,084 | |
| 3 | C |
Citigroup Inc
|
1,269 | $177,609 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,966 | $162,470 | |
| 5 | BNS |
Bank Of Nova Scotia
|
400 | $34,736 | |
| 6 | BCS |
Barclays PLC
|
104 | $2,793 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
120 | $2,386 | |
| 8 | UBS |
UBS Group AG
|
38 | $1,883 |
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,470 | 1,966 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $185,889 | 2,335 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $218,647 | 2,346 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $194,965 | 2,326 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $186,038 | 2,322 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $160,450 | 2,235 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $156,986 | 2,235 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $112,019 | 1,983 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $117,770 | 1,983 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $114,934 | 1,983 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $97,603 | 1,983 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $81,025 | 1,983 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $84,634 | 1,983 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $74,124 | 1,983 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $92,200 | 2,233 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||