BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1352860
BLUE BELL, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$422,125
+$15,478 QoQ
Shares Held
5,108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,920
of 2,859 holders
Holding Since
Dec 2021
19 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, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $2,820,333 across 5 Banks - Diversified names. WFC ranks #4 (15.0% of the industry book) .
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,125 | 5,108 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $406,647 | 5,108 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $384,729 | 4,128 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $346,008 | 4,128 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $333,299 | 4,160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $296,349 | 4,128 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $288,545 | 4,108 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $238,105 | 4,215 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $241,004 | 4,058 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $242,098 | 4,177 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $202,343 | 4,111 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $176,147 | 4,311 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $167,945 | 3,935 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $147,090 | 3,935 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $162,476 | 3,935 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $158,265 | 3,935 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $154,133 | 3,935 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $190,690 | 3,935 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $188,801 | 3,935 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||