Optivise Advisory Services LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2042876 FRANKLIN, TN

Position in WFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$439,314

+$62,043 QoQ

Shares Held

5,316

+12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,894

of 2,859 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Optivise Advisory Services LLC holds $2,748,437 across 5 Banks - Diversified names. WFC ranks #4 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,142	$1,028,470
2	BAC	Bank Of America Corp /De/	7,948	$452,877
3	C	Citigroup Inc	3,197	$447,452
4	WFC	Wells Fargo & Company/Mn This page	5,316	$439,314
5	BNY	Bank of New York Mellon Corp	2,630	$380,324

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,314	5,316	+12.2%	Shares	Sole	2026-07-13
2026-03-31	$377,271	4,739	-7.7%	Shares	Sole	2026-04-15
2025-12-31	$478,675	5,136	+31.1%	Shares	Sole	2026-01-12
2025-09-30	$328,406	3,918	+24.3%	Shares	Sole	2025-10-17
2025-06-30	$252,618	3,153	+10.6%	Shares	Sole	2025-08-05
2025-03-31	$204,601	2,850	-6.8%	Shares	Sole	2025-04-18
2024-12-31	$214,864	3,059	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.