FIRST FOUNDATION ADVISORS

Endowment

Position in WFC — Wells Fargo & Company/Mn

CIK 1086763 Irvine, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$835,407

+$194,308 QoQ

Shares Held

10,109

+25.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,475

of 2,858 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $36,203,740 across 5 Banks - Diversified names. WFC ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	97,905	$32,047,242
2	BAC	Bank Of America Corp /De/	23,067	$1,314,357
3	C	Citigroup Inc	7,281	$1,019,048
4	BNY	Bank of New York Mellon Corp	6,830	$987,686
5	WFC	Wells Fargo & Company/Mn This page	10,109	$835,407

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,407	10,109	+25.5%	Shares	Defined	2026-08-14
2026-03-31	$641,099	8,053	+6.7%	Shares	Defined	2026-05-04
2025-12-31	$703,566	7,549	+53.2%	Shares	Defined	2026-02-04
2025-09-30	$412,980	4,927	+23.1%	Shares	Sole	2025-11-17
2025-06-30	$320,719	4,003	+5.4%	Shares	Defined	2025-08-14
2024-06-30	$225,503	3,797	0.0%	Shares	Sole	2024-08-06
2024-03-31	$220,073	3,797	0.0%	Shares	Sole	2024-05-10
2023-12-31	$186,888	3,797	-65.9%	Shares	Sole	2024-02-14
2023-09-30	$454,321	11,119	-6.4%	Shares	Defined	2023-11-15
2023-06-30	$506,909	11,877	-11.7%	Shares	Defined	2023-08-14
2023-03-31	$502,723	13,449	-28.0%	Shares	Sole	2023-05-12
2022-12-31	$771,090	18,675	+35.2%	Shares	Sole	2023-02-14
2022-09-30	$555,397	13,809	+6.4%	Shares	Sole	2022-11-14
2022-06-30	$508,583	12,984	-13.8%	Shares	Sole	2022-08-12
2022-03-31	$730,243	15,069	+12.5%	Shares	Sole	2022-05-05
2021-12-31	$642,884	13,399	+13.7%	Shares	Sole	2022-02-14
2021-09-30	$546,849	11,783	-22.2%	Shares	Sole	2021-11-15
2021-06-30	$685,871	15,144	+14.2%	Shares	Sole	2021-08-13
2021-03-31	$517,950	13,257	-15.5%	Shares	Sole	2021-05-18
2020-12-31	$473,554	15,691	-8.9%	Shares	Sole	2021-02-16
2020-09-30	$405,006	17,227	-12.3%	Shares	Sole	2020-11-12
2020-06-30	$502,604	19,633	-1.2%	Shares	Sole	2020-08-14
2020-03-31	$570,096	19,864	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.