Crusonia Wealth Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2112003 DENVER, CO

Position in WFC

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

Position Value

$672,111

+$86,023 QoQ

Shares Held

8,133

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,609

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

Crusonia Wealth Advisors LLC holds $3,431,188 across 5 Banks - Diversified names. WFC ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,674	$1,857,269
2	WFC	Wells Fargo & Company/Mn This page	8,133	$672,111
3	BAC	Bank Of America Corp /De/	6,671	$380,113
4	C	Citigroup Inc	2,189	$306,372
5	BNY	Bank of New York Mellon Corp	1,489	$215,323

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,111	8,133	+10.5%	Shares	Defined	2026-07-30
2026-03-31	$586,088	7,362	+2.6%	Shares	Defined	2026-05-12
2025-12-31	$668,988	7,178	—	Shares	Defined	2026-02-18
No filing history on record for this holder in this stock.