TRAPHAGEN INVESTMENT ADVISORS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2023380 ORADELL, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$517,656

+$11,178 QoQ

Shares Held

6,264

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,786

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $7,398,867 across 6 Banks - Diversified names. WFC ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,459	$4,405,534
2	BNY	Bank of New York Mellon Corp	5,864	$847,993
3	BAC	Bank Of America Corp /De/	13,703	$780,796
4	WFC	Wells Fargo & Company/Mn This page	6,264	$517,656
5	C	Citigroup Inc	3,233	$452,490
6	UBS	UBS Group AG	7,958	$394,398

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,656	6,264	-1.5%	Shares	Sole	2026-07-16
2026-03-31	$506,478	6,362	-5.6%	Shares	Sole	2026-04-22
2025-12-31	$627,795	6,736	+6.1%	Shares	Sole	2026-01-27
2025-09-30	$531,921	6,346	+2.0%	Shares	Sole	2025-10-07
2025-06-30	$498,266	6,219	-3.6%	Shares	Sole	2025-07-23
2025-03-31	$462,901	6,448	+9.1%	Shares	Sole	2025-04-17
2024-12-31	$415,118	5,910	-8.3%	Shares	Sole	2025-01-17
2024-09-30	$363,908	6,442	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$382,293	6,437	+8.7%	Shares	Sole	2024-07-23
2024-03-31	$343,123	5,920	-7.4%	Shares	Sole	2024-05-15
2023-12-31	$314,761	6,395	+0.2%	Shares	Sole	2024-06-17
2023-09-30	$260,891	6,385	-52.2%	Shares	Sole	2024-06-17
2023-06-30	$570,418	13,365	+49.8%	Shares	Sole	2024-06-17
2023-03-31	$333,466	8,921	-3.3%	Shares	Sole	2024-06-17
2022-12-31	$380,735	9,221	+4.4%	Shares	Sole	2024-06-17
2022-09-30	$355,343	8,835	+0.2%	Shares	Sole	2024-06-17
2022-06-30	$345,479	8,820	+77.9%	Shares	Sole	2024-06-17
2022-03-31	$240,264	4,958	-36.5%	Shares	Sole	2024-06-17
2021-12-31	$374,387	7,803	-1.9%	Shares	Sole	2024-06-17
2021-09-30	$369,098	7,953	-3.6%	Shares	Sole	2024-06-17
2021-06-30	$373,461	8,246	-1.1%	Shares	Sole	2024-06-17
2021-03-31	$325,609	8,334	-4.3%	Shares	Sole	2024-06-17
2020-12-31	$262,777	8,707	-18.7%	Shares	Sole	2024-06-17
2020-09-30	$251,721	10,707	-8.3%	Shares	Sole	2024-06-17
2020-06-30	$298,982	11,679	-19.3%	Shares	Sole	2024-06-17
2020-03-31	$415,202	14,467	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.