Provenance Wealth Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2081584
FORT LAUDERDALE, FL
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,156
+$4,071 QoQ
Shares Held
135
+51.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,798
of 2,859 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $810,590 across 7 Banks - Diversified names. WFC ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,459 | $477,574 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,953 | $282,221 | |
| 3 | C |
Citigroup Inc
|
186 | $26,032 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
135 | $11,156 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
327 | $6,504 | |
| 6 | UBS |
UBS Group AG
|
120 | $5,947 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
8 | $1,156 |
All Filings in WFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,156 | 135 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,085 | 89 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,294 | 89 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,459 | 89 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,130 | 89 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,389 | 89 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $6,251 | 89 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $5,027 | 89 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $5,285 | 89 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $5,158 | 89 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $11,123 | 226 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $3,595 | 88 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||