KINGSWOOD WEALTH ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1987855 SAN DIEGO, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,315,655

+$178,684 QoQ

Shares Held

28,021

+4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#960

of 2,859 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. WFC ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,945	$19,621,796
2	BAC	Bank Of America Corp /De/	108,963	$6,208,711
3	WFC	Wells Fargo & Company/Mn This page	28,021	$2,315,655
4	C	Citigroup Inc	15,609	$2,184,635
5	CM	Canadian Imperial Bank Of Commerce /Can/	7,415	$852,725
6	RY	Royal Bank Of Canada	2,211	$457,610
7	BMO	Bank Of Montreal /Can/	1,206	$213,100
8	NTB	Bank of N.T. Butterfield & Son Ltd	3,405	$202,597

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,315,655	28,021	+4.4%	Shares	Sole	2026-07-27
2026-03-31	$2,136,971	26,843	+2.3%	Shares	Sole	2026-04-28
2025-12-31	$2,445,195	26,236	+56.9%	Shares	Sole	2026-01-28
2025-09-30	$1,401,889	16,725	+16.4%	Shares	Sole	2025-10-23
2025-06-30	$1,151,164	14,368	+7.6%	Shares	Sole	2025-07-23
2025-03-31	$958,252	13,348	-27.5%	Shares	Sole	2025-07-25
2024-12-31	$1,293,399	18,414	-64.1%	Shares	Sole	2025-01-22
2024-09-30	$2,895,338	51,254	+2.0%	Shares	Sole	2024-10-21
2024-06-30	$2,983,991	50,244	-0.9%	Shares	Sole	2024-07-09
2024-03-31	$2,938,572	50,700	-4.9%	Shares	Sole	2024-04-15
2023-12-31	$2,624,951	53,331	-7.7%	Shares	Sole	2024-01-16
2023-09-30	$2,359,787	57,753	+404.4%	Shares	Sole	2023-10-24
2023-06-30	$488,686	11,450	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.