Annis Gardner Whiting Capital Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1998414 TAMPA, FL

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,475,398

+$126,903 QoQ

Shares Held

29,954

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#922

of 2,853 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names. WFC ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,980	$6,540,053
2	C	Citigroup Inc	28,021	$3,921,819
3	WFC	Wells Fargo & Company/Mn This page	29,954	$2,475,398
4	BAC	Bank Of America Corp /De/	43,400	$2,472,932
5	BNY	Bank of New York Mellon Corp	5,686	$822,252
6	BMO	Bank Of Montreal /Can/	1,623	$286,784

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,475,398	29,954	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$2,348,495	29,500	+2.8%	Shares	Sole	2026-05-06
2025-12-31	$2,675,585	28,708	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$2,375,207	28,337	+101.7%	Shares	Sole	2025-11-03
2025-06-30	$1,125,846	14,052	+1.8%	Shares	Sole	2025-08-11
2025-03-31	$990,989	13,804	-62.5%	Shares	Sole	2025-05-09
2024-12-31	$2,586,868	36,829	-3.3%	Shares	Sole	2025-02-12
2024-09-30	$2,150,800	38,074	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$2,116,718	35,641	+52.5%	Shares	Sole	2024-08-12
2024-03-31	$1,354,699	23,373	+15.2%	Shares	Sole	2024-05-13
2023-12-31	$998,624	20,289	+12.0%	Shares	Sole	2024-02-09
2023-09-30	$740,178	18,115	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.