Institute for Wealth Management, LLC.
Position in WFC — Wells Fargo & Company/Mn
CIK 1533954
DENVER, CO
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$552,944
-$59,097 QoQ
Shares Held
6,691
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,750
of 2,858 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $12,427,661 across 12 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,662 | $5,126,642 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,179 | $4,454,639 | |
| 3 | C |
Citigroup Inc
|
15,061 | $2,107,937 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
6,691 | $552,944 | |
| 5 | RY |
Royal Bank Of Canada
|
341 | $70,576 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
354 | $62,551 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
670 | $15,798 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
548 | $10,899 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,944 | 6,691 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $612,041 | 7,688 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $718,012 | 7,704 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $656,729 | 7,835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $629,262 | 7,854 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $563,479 | 7,849 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $551,032 | 7,845 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $472,821 | 8,370 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $584,753 | 9,846 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $602,378 | 10,393 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $511,248 | 10,387 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $430,746 | 10,542 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $464,614 | 10,886 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $382,995 | 10,246 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $380,569 | 9,217 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $342,392 | 8,513 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $463,655 | 11,837 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $565,382 | 11,667 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $415,602 | 8,662 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $406,412 | 8,757 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $406,160 | 8,968 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,013,397 | 25,938 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $789,750 | 26,168 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $838,836 | 35,680 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $264,038 | 10,314 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $245,442 | 8,552 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||