Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$937,137
-$68,337 QoQ
Shares Held
11,340
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,385
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Obermeyer Wealth Partners holds $14,542,683 across 6 Banks - Diversified names. WFC ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,759 | $11,050,333 | |
| 2 | RY |
Royal Bank Of Canada
|
7,684 | $1,590,357 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
11,340 | $937,137 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,231 | $412,022 | |
| 5 | C |
Citigroup Inc
|
2,503 | $350,319 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,761 | $202,515 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937,137 | 11,340 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,005,474 | 12,630 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,208,244 | 12,964 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,092,342 | 13,032 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,052,776 | 13,140 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,138,732 | 15,862 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,255,469 | 17,874 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $777,867 | 13,770 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $817,800 | 13,770 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $823,553 | 14,209 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $621,697 | 12,631 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $516,102 | 12,631 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $539,091 | 12,631 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $390,209 | 10,439 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $471,407 | 11,417 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $459,674 | 11,429 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $454,411 | 11,601 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $553,849 | 11,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $548,363 | 11,429 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $542,764 | 11,695 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $674,413 | 14,891 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $531,469 | 13,603 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $410,538 | 13,603 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $562,664 | 23,933 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $485,555 | 18,967 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $561,572 | 19,567 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||