Allen Mooney & Barnes Investment Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2001461
Thomasville, GA
Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$293,619
-$27,050 QoQ
Shares Held
3,553
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,214
of 2,859 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $31,637,674 across 4 Banks - Diversified names. WFC ranks #4 (0.9% of the industry book) .
All Filings in WFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,619 | 3,553 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $320,669 | 4,028 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $381,654 | 4,095 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $354,642 | 4,231 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $326,809 | 4,079 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $293,692 | 4,091 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $291,425 | 4,149 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $235,958 | 4,177 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $277,588 | 4,674 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $264,703 | 4,567 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $249,250 | 5,064 | Shares | Sole | 2024-01-22 | |
| 2022-03-31 | $248,212 | 5,122 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||