Westend Capital Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1331997 SAUSALITO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$165

+$6 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,858

of 2,858 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westend Capital Management, LLC holds $563,719 across 5 Banks - Diversified names. WFC ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAN	Banco Santander, S.A.	24,738	$341,384
2	JPM	Jpmorgan Chase & Co	607	$198,689
3	BNY	Bank of New York Mellon Corp	112	$16,196
4	TD	Toronto Dominion Bank	60	$7,285
5	WFC	Wells Fargo & Company/Mn This page	2	$165

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$165	2	0.0%	Shares	Sole	2026-08-07
2026-03-31	$159	2	0.0%	Shares	Sole	2026-04-14
2025-12-31	$186	2	0.0%	Shares	Sole	2026-01-15
2025-09-30	$167	2	0.0%	Shares	Sole	2025-10-17
2025-06-30	$160	2	0.0%	Shares	Sole	2025-07-14
2025-03-31	$143	2	0.0%	Shares	Sole	2025-04-24
2024-12-31	$140	2	0.0%	Shares	Sole	2025-01-15
2024-09-30	$112	2	0.0%	Shares	Sole	2024-10-10
2024-06-30	$118	2	—	Shares	Sole	2024-07-08
No filing history on record for this holder in this stock.