ADVISORS MANAGEMENT GROUP INC /ADV
Position in WFC — Wells Fargo & Company/Mn
CIK 842766
LA CROSSE, WI
Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$624,014
-$47,416 QoQ
Shares Held
7,551
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,654
of 2,858 holders
Holding Since
Mar 2021
22 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, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $10,255,092 across 4 Banks - Diversified names. WFC ranks #4 (6.1% of the industry book) .
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,014 | 7,551 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $671,430 | 8,434 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $783,346 | 8,405 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $706,015 | 8,423 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $676,052 | 8,438 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $628,377 | 8,753 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $614,810 | 8,753 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $494,456 | 8,753 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $519,840 | 8,753 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $533,811 | 9,210 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $453,808 | 9,220 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $381,591 | 9,339 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $399,271 | 9,355 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $355,147 | 9,501 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $396,012 | 9,591 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $385,750 | 9,591 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $395,812 | 10,105 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $485,278 | 10,014 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $487,092 | 10,152 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $471,247 | 10,154 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,967,099 | 175,913 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $6,034,478 | 154,453 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||