Eagle Wealth Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2107271 WESTPORT, CT

Position in WFC

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

Position Value

$244,697

+$26,248 QoQ

Shares Held

2,961

+7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,360

of 2,858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Eagle Wealth Advisors LLC holds $1,634,955 across 4 Banks - Diversified names. WFC ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,692	$881,172
2	BAC	Bank Of America Corp /De/	5,309	$302,506
3	WFC	Wells Fargo & Company/Mn This page	2,961	$244,697
4	C	Citigroup Inc	1,476	$206,580

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,697	2,961	+7.9%	Shares	Sole	2026-07-13
2026-03-31	$218,449	2,744	+0.2%	Shares	Sole	2026-04-23
2025-12-31	$255,181	2,738	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.