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Powers Advisory Group, LLC

SEC CIK
0001927474
Latest filing
Jul 31, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by Powers Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
3,739
Value
$309.0K
% of portfolio
0.1%
Quarters held
18
Since Q4 2021
Holdings of WFC by Powers Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,739$309.0K0.1%+226+6.4%AddedHolders
Q1 20263,513$279.7K0.1%+3+0.1%AddedHolders
Q4 20253,510$327.1K0.1%+11+0.3%AddedHolders
Q3 20253,499$293.3K0.1%+65+1.9%AddedHolders
Q2 20253,434$275.1K0.1%−18−0.5%ReducedHolders
Q1 20253,452$247.8K0.1%+11+0.3%AddedHolders
Q4 20243,441$241.7K0.1%+3,441NewHolders
Q3 20240$00.0%−3,917−100.0%Sold outHolders
Q2 20243,917$232.6K0.1%−565−12.6%ReducedHolders
Q1 20244,482$259.8K0.1%−1,047−18.9%ReducedHolders
Q4 20235,529$272.1K0.2%+28+0.5%AddedHolders
Q3 20235,501$224.8K0.2%+30+0.5%AddedHolders
Q2 20235,471$233.5K0.2%−88−1.6%ReducedHolders
Q1 20235,559$207.8K0.1%+24+0.4%AddedHolders
Q4 20225,535$228.5K0.2%+24+0.4%AddedHolders
Q3 20225,511$222.0K0.2%−244−4.2%ReducedHolders
Q2 20225,755$225.0K0.2%−90−1.5%ReducedHolders
Q1 20225,845$283.0K0.2%−491−7.7%ReducedHolders
Q4 20216,336$304.0K0.2%–No prior filingHolders