Financial Network Wealth Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2012031
MURRAY, UT
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$322,874
+$14,625 QoQ
Shares Held
3,907
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,130
of 2,853 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $793,431 across 17 Banks - Diversified names. WFC ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
3,907 | $322,874 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
660 | $216,037 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,104 | $119,885 | |
| 4 | C |
Citigroup Inc
|
504 | $70,539 | |
| 5 | RY |
Royal Bank Of Canada
|
91 | $18,834 | |
| 6 | ING |
Ing Groep NV
|
594 | $18,639 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
40 | $3,803 | |
| 8 | TD |
Toronto Dominion Bank
|
29 | $3,521 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,874 | 3,907 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $308,249 | 3,872 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $360,590 | 3,869 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $328,239 | 3,916 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $306,699 | 3,828 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,878 | 3,815 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $234,461 | 3,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $858,139 | 15,191 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $928,144 | 15,628 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $895,655 | 15,453 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $789,784 | 16,046 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||