Gratus Wealth Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2022161
VIRGINIA BEACH, VA
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$228,582
+$579 QoQ
Shares Held
2,766
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,416
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026Gratus Wealth Advisors, LLC holds $3,863,810 across 4 Banks - Diversified names. WFC ranks #4 (5.9% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,582 | 2,766 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $228,003 | 2,864 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $437,574 | 4,695 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $225,643 | 2,692 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $215,362 | 2,688 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||