Goldstein Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1963807 Madison, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$369,483

+$93,078 QoQ

Shares Held

4,471

+28.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,019

of 2,858 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goldstein Advisors, LLC holds $3,071,685 across 5 Banks - Diversified names. WFC ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,518	$1,478,876
2	C	Citigroup Inc	4,184	$585,592
3	BAC	Bank Of America Corp /De/	7,012	$399,543
4	WFC	Wells Fargo & Company/Mn This page	4,471	$369,483
5	BMO	Bank Of Montreal /Can/	1,348	$238,191

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,483	4,471	+28.8%	Shares	Sole	2026-07-20
2026-03-31	$276,405	3,472	+14.2%	Shares	Sole	2026-04-28
2025-12-31	$283,421	3,041	+8.6%	Shares	Sole	2026-02-10
2025-09-30	$234,779	2,801	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.