SEC 13F Intelligence

Allied Investment Advisors, LLC / WFC

Allied Investment Advisors, LLC’s Wells Fargo & Co Position

Does Allied Investment Advisors, LLC own Wells Fargo & Co (WFC)? Yes202.7K shares worth $16M (+2.31% of its 13F portfolio) as of Q1 2026, up from 200.7K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
202.7K
% of Portfolio
+2.31%
Quarters Held
30
currently held

Position History WFC

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $19MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026202.7K$16M+2.31%
Q4 2025200.7K$19M+2.89%
Q3 2025200.5K$17M+2.68%
Q2 2025196.4K$16M+2.75%
Q1 2025197.4K$14M+2.69%
Q4 2024198.2K$14M+2.81%
Q3 2024205.9K$12M+2.30%
Q2 2024204.2K$12M+2.85%
Q1 2024207.2K$12M+2.90%
Q4 2023201.4K$10M+2.70%
Q3 2023200.8K$8M+2.45%
Q2 2023196.8K$8M+2.43%
Q1 2023187.1K$7M+2.17%
Q4 2022180.4K$7M+2.33%
Q3 2022180.6K$7M+2.71%
Q2 2022173.7K$7M+2.44%
Q1 2022170.0K$8M+2.68%
Q4 2021163.8K$8M+2.69%
Q3 2021163.6K$8M+2.87%
Q2 2021164.4K$7M+2.80%
Q1 2021157.7K$6M+2.64%
Q4 2020146.7K$4M+2.13%
Q3 2020141.6K$3M+1.79%
Q2 2020137.8K$4M+2.03%
Q1 2020113.4K$3M+2.35%
Q4 201989.0K$5M+2.83%
Q3 201986.4K$4M+2.81%
Q2 201983.7K$4M+2.65%
Q1 201980.4K$4M+2.69%
Q4 201875.4K$3M+2.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allied Investment Advisors, LLC’s full portfolio or all institutional holders of WFC.