Smith Salley Wealth Management
Position in WFC — Wells Fargo & Company/Mn
CIK 1482012
GREENSBORO, NC
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$553,688
-$3,113,944 QoQ
Shares Held
6,700
-85.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,747
of 2,859 holders
Holding Since
Jun 2021
18 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, 2026Smith Salley Wealth Management holds $66,664,739 across 5 Banks - Diversified names. WFC ranks #4 (0.8% of the industry book) .
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,688 | 6,700 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,667,632 | 46,070 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,126,709 | 44,278 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,679,195 | 43,894 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,464,068 | 43,236 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,144,976 | 43,808 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,973,540 | 42,334 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,362,524 | 41,822 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,480,185 | 41,761 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,389,748 | 41,231 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,976,332 | 60,470 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,858,762 | 45,491 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,020,001 | 47,329 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $203,931 | 4,939 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $239,295 | 4,938 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $236,877 | 4,937 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $229,126 | 4,937 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $215,399 | 4,756 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||