CWM, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1535847 OMAHA, NE

Position in WFC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$37,786,090

-$2,920,687 QoQ

Shares Held

474,640

+8.7% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.1282234957020056.ToString("F0")% Shared 0.ToString("F0")% None 98.871776504298.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. WFC ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	550,203	$161,847,714
2	BAC	Bank Of America Corp /De/	1,411,541	$68,812,623
3	BNY	Bank of New York Mellon Corp	320,619	$38,035,031
4	WFC	Wells Fargo & Company/Mn This page	474,640	$37,786,090
5	C	Citigroup Inc	208,313	$23,624,777
6	HSBC	Hsbc Holdings PLC	173,240	$14,290,567
7	RY	Royal Bank Of Canada	48,738	$7,884,833
8	NTB	Bank of N.T. Butterfield & Son Ltd	33,464	$1,756,190

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,786,090	474,640	+8.7%	Shares	Sole	2026-05-14
2025-12-31	$40,706,777	436,768	+7.9%	Shares	Sole	2026-01-26
2025-09-30	$33,943,579	404,958	+19.9%	Shares	Sole	2025-10-15
2025-06-30	$27,071,185	337,883	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$23,776,201	331,191	+30.6%	Shares	Sole	2025-05-01
2024-12-31	$17,817,429	253,665	+3.4%	Shares	Sole	2025-02-04
2024-09-30	$13,854,285	245,252	-5.7%	Shares	Sole	2024-10-08
2024-06-30	$15,439,558	259,969	-0.7%	Shares	Sole	2024-07-10
2024-03-31	$15,178,564	261,880	+4.0%	Shares	Sole	2024-04-05
2023-12-31	$12,396,942	251,868	+9.0%	Shares	Sole	2024-02-01
2023-09-30	$9,437,883	230,981	-13.1%	Shares	Sole	2023-10-11
2023-06-30	$11,338,454	265,662	+14.0%	Shares	Sole	2023-08-03
2023-03-31	$8,714,548	233,134	-1.7%	Shares	Sole	2023-05-01
2022-12-31	$9,789,280	237,086	-4.5%	Shares	Sole	2023-02-01
2022-09-30	$9,984,735	248,253	+10.0%	Shares	Sole	2022-10-27
2022-06-30	$8,842,157	225,738	+0.2%	Shares	Sole	2022-07-28
2022-03-31	$10,920,897	225,359	-12.2%	Shares	Sole	2022-04-21
2021-12-31	$12,317,617	256,724	-4.1%	Shares	Sole	2022-01-31
2021-06-30	$12,120,464	267,619	0.0%	Shares	Sole	2021-09-15
2021-03-31	$10,455,874	267,619	0.0%	Shares	Sole	2021-09-15
2020-12-31	$8,076,741	267,619	0.0%	Shares	Sole	2021-09-15
2020-09-30	$6,291,722	267,619	0.0%	Shares	Sole	2021-09-15
2020-06-30	$6,851,046	267,619	0.0%	Shares	Sole	2021-09-15
2020-03-31	$7,680,665	267,619	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.