Pacific Excel Wealth Advisors, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 2110884 WALNUT CREEK, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,900,554

New position

Shares Held

22,998

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#1,035

of 2,859 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $3,948,868 across 4 Banks - Diversified names. WFC ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	22,998	$1,900,554
2	JPM	Jpmorgan Chase & Co	3,425	$1,121,105
3	BAC	Bank Of America Corp /De/	8,378	$477,378
4	C	Citigroup Inc	3,214	$449,831

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,900,554	22,998	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.