Wilkerson Advisory Group LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2079661 COLUMBIA, MO

Position in WFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$99,581

+$3,253 QoQ

Shares Held

1,205

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,614

of 2,858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $2,640,592 across 5 Banks - Diversified names. WFC ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,279	$2,055,305
2	C	Citigroup Inc	1,774	$248,289
3	BAC	Bank Of America Corp /De/	3,116	$177,549
4	WFC	Wells Fargo & Company/Mn This page	1,205	$99,581
5	BNY	Bank of New York Mellon Corp	414	$59,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,581	1,205	-0.4%	Shares	Sole	2026-07-21
2026-03-31	$96,328	1,210	+14.6%	Shares	Sole	2026-05-08
2025-12-31	$98,419	1,056	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.