Madson Wealth Advisors Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 2129795 SANTA ROSA, CA

Position in WFC

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

Position Value

$307,255

+$11,266 QoQ

Shares Held

3,718

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,184

of 2,859 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Madson Wealth Advisors Inc holds $1,081,394 across 4 Banks - Diversified names. WFC ranks #1 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	3,718	$307,255
2	JPM	Jpmorgan Chase & Co	837	$273,975
3	BAC	Bank Of America Corp /De/	4,429	$252,364
4	UBS	UBS Group AG	5,000	$247,800

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,255	3,718	0.0%	Shares	Sole	2026-07-21
2026-03-31	$295,989	3,718	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.