PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1989941
LEAWOOD, KS
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,397,767
+$3,016,886 QoQ
Shares Held
89,518
+63.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#575
of 2,859 holders
Holding Since
Mar 2025
3 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $29,563,690 across 4 Banks - Diversified names. WFC ranks #3 (25.0% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,397,767 | 89,518 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $4,380,881 | 54,679 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,641,547 | 50,725 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||