C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in WFC — Wells Fargo & Company/Mn
CIK 1965756
Westlake, OH
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,542
-$22,188 QoQ
Shares Held
2,463
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,501
of 2,858 holders
Holding Since
Dec 2024
6 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $7,845,304 across 6 Banks - Diversified names. WFC ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
25,048 | $5,184,184 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,162 | $1,362,347 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,899 | $678,005 | |
| 4 | C |
Citigroup Inc
|
1,518 | $212,459 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,416 | $204,767 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
2,463 | $203,542 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,542 | 2,463 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $225,730 | 2,422 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $267,385 | 3,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $293,078 | 3,658 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $303,456 | 4,227 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $263,048 | 3,745 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||