Greenwich Wealth Management LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1439805
GREENWICH, CT
Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$267,257
+$6,137 QoQ
Shares Held
3,234
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,289
of 2,858 holders
Holding Since
Dec 2024
5 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, 2026Greenwich Wealth Management LLC holds $13,821,453 across 5 Banks - Diversified names. WFC ranks #4 (1.9% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,257 | 3,234 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $261,120 | 3,280 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $296,748 | 3,184 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $266,882 | 3,184 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $244,084 | 3,475 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||