BEACON INVESTMENT ADVISORS LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1961635
Gaithersburg, MD
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$222,962
+$8,095 QoQ
Shares Held
2,698
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,434
of 2,858 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $7,736,839 across 5 Banks - Diversified names. WFC ranks #4 (2.9% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,962 | 2,698 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $214,867 | 2,699 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,453 | 2,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $226,146 | 2,698 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $209,994 | 2,621 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||