Empower Advisory Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1978885
Greenwood Village, CO
Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,403,053
+$1,089,559 QoQ
Shares Held
125,884
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#500
of 2,858 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Empower Advisory Group, LLC holds $432,251,669 across 8 Banks - Diversified names. WFC ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
884,396 | $289,489,342 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,023,849 | $115,318,916 | |
| 3 | C |
Citigroup Inc
|
110,198 | $15,423,312 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
125,884 | $10,403,053 | |
| 5 | RY |
Royal Bank Of Canada
|
2,530 | $523,634 | |
| 6 | UBS |
UBS Group AG
|
8,764 | $434,343 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,748 | $397,388 | |
| 8 | TD |
Toronto Dominion Bank
|
2,155 | $261,681 |
All Filings in WFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,403,053 | 125,884 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,313,494 | 116,989 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,390,158 | 122,212 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,424,217 | 112,434 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,160,702 | 101,856 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,979,676 | 83,294 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,678,489 | 95,081 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,497,055 | 79,608 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,239,614 | 71,386 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,800,495 | 65,571 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,738,354 | 55,635 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,324,926 | 32,426 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,507,713 | 35,326 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $685,175 | 18,330 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||