Bruce G. Allen Investments, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2005409 DENVER, CO

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$392,126

+$7,053 QoQ

Shares Held

4,745

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,974

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. WFC ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,078	$680,191
2	BNY	Bank of New York Mellon Corp	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn This page	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,546	$201,514
7	C	Citigroup Inc	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,126	4,745	-1.9%	Shares	Sole	2026-07-31
2026-03-31	$385,073	4,837	+3.7%	Shares	Sole	2026-05-08
2025-12-31	$434,871	4,666	-6.6%	Shares	Sole	2026-02-10
2025-09-30	$418,932	4,998	+7.7%	Shares	Sole	2025-10-30
2025-06-30	$371,756	4,640	+1.2%	Shares	Sole	2025-07-09
2025-03-31	$329,300	4,587	-11.3%	Shares	Sole	2025-04-14
2024-12-31	$363,140	5,170	-4.1%	Shares	Sole	2025-01-10
2024-09-30	$304,424	5,389	-0.2%	Shares	Sole	2024-10-08
2024-06-30	$320,765	5,401	+5.8%	Shares	Sole	2024-07-12
2024-03-31	$295,885	5,105	-12.0%	Shares	Sole	2024-04-10
2023-12-31	$285,525	5,801	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.