AssuredPartners Investment Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2055492
Tampa, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$353,368
-$26,132 QoQ
Shares Held
4,276
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,065
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $22,985,396 across 5 Banks - Diversified names. WFC ranks #4 (1.5% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,368 | 4,276 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $379,500 | 4,767 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $536,272 | 5,754 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $488,251 | 5,825 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $389,944 | 4,867 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $409,490 | 5,704 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $352,042 | 5,012 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||