Myriad Asset Management Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2069031
WEST PALM BEACH, FL
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,125,170
-$16,737 QoQ
Shares Held
25,716
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#990
of 2,853 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Myriad Asset Management Advisors LLC holds $27,022,875 across 6 Banks - Diversified names. WFC ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,212 | $8,907,303 | |
| 2 | C |
Citigroup Inc
|
43,610 | $6,103,655 | |
| 3 | BAC |
Bank Of America Corp /De/
|
83,022 | $4,730,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
161,926 | $3,220,708 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
25,716 | $2,125,170 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
82,080 | $1,935,446 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,125,170 | 25,716 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,141,907 | 26,905 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,493,006 | 26,749 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||