INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Position in WFC — Wells Fargo & Company/Mn

CIK 867926 ATLANTA, GA

Position in WFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,576,688

+$138,136 QoQ

Shares Held

19,079

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,104

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $14,191,749 across 4 Banks - Diversified names. WFC ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,964	$8,826,126
2	BAC	Bank Of America Corp /De/	47,182	$2,688,430
3	WFC	Wells Fargo & Company/Mn This page	19,079	$1,576,688
4	C	Citigroup Inc	7,863	$1,100,505

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,576,688	19,079	+5.6%	Shares	Sole	2026-07-22
2026-03-31	$1,438,552	18,070	+2.3%	Shares	Sole	2026-04-27
2025-12-31	$1,646,471	17,666	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$1,485,877	17,727	-5.7%	Shares	Sole	2025-10-23
2025-06-30	$1,506,576	18,804	+0.1%	Shares	Sole	2025-07-22
2025-03-31	$1,348,287	18,781	-3.8%	Shares	Sole	2025-04-29
2024-12-31	$1,371,155	19,521	-0.5%	Shares	Sole	2025-02-03
2024-09-30	$1,107,994	19,614	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$1,161,371	19,555	-2.5%	Shares	Sole	2024-07-29
2024-03-31	$1,161,924	20,047	-7.6%	Shares	Sole	2024-04-22
2023-12-31	$1,068,024	21,699	-2.4%	Shares	Sole	2024-01-31
2023-09-30	$908,154	22,226	-2.9%	Shares	Sole	2023-11-09
2023-06-30	$976,603	22,882	+1.4%	Shares	Sole	2023-08-04
2023-03-31	$843,105	22,555	-0.4%	Shares	Sole	2023-05-01
2022-12-31	$935,342	22,653	+0.7%	Shares	Sole	2023-02-02
2022-09-30	$904,990	22,501	+3.7%	Shares	Sole	2022-10-27
2022-06-30	$849,597	21,690	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$1,051,048	21,689	+1.2%	Shares	Sole	2022-04-20
2021-12-31	$1,028,547	21,437	-1.9%	Shares	Sole	2022-02-03
2021-09-30	$1,013,872	21,846	-5.6%	Shares	Sole	2021-10-14
2021-06-30	$1,048,237	23,145	+7.1%	Shares	Sole	2021-07-09
2021-03-31	$844,107	21,605	+23.1%	Shares	Sole	2021-04-21
2020-12-31	$529,809	17,555	-14.6%	Shares	Sole	2021-01-28
2020-09-30	$483,083	20,548	+5.9%	Shares	Sole	2020-10-14
2020-06-30	$496,588	19,398	+10.2%	Shares	Sole	2020-07-31
2020-03-31	$505,378	17,609	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.