PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1350660
FORT WAYNE, IN
Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$238,333
+$3,842 QoQ
Shares Held
2,884
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,382
of 2,858 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $10,515,091 across 3 Banks - Diversified names. WFC ranks #3 (2.3% of the industry book) .
All Filings in WFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,333 | 2,884 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $234,491 | 2,516 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||