Westside Investment Management, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1538383
SANTA MONICA, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$148,173
+$5,434 QoQ
Shares Held
1,793
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,555
of 2,859 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, 2026Westside Investment Management, Inc. holds $6,958,413 across 13 Banks - Diversified names. WFC ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
41,432 | $2,360,794 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
7,028 | $2,300,474 | |
| 3 | C |
Citigroup Inc
|
9,824 | $1,374,966 | |
| 4 | RY |
Royal Bank Of Canada
|
1,438 | $297,622 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,793 | $148,173 | |
| 6 | UBS |
UBS Group AG
|
2,095 | $103,828 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,288 | $100,574 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,020 | $96,991 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,173 | 1,793 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $142,739 | 1,793 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $167,107 | 1,793 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $149,199 | 1,780 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $83,324 | 1,040 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $21,537 | 300 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,072 | 300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $16,947 | 300 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $17,817 | 300 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,388 | 300 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $14,766 | 300 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,258 | 300 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,804 | 300 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $11,214 | 300 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $12,387 | 300 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,066 | 300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,751 | 300 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,538 | 300 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $14,394 | 300 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,923 | 300 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $13,587 | 300 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $11,721 | 300 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,054 | 300 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $7,053 | 300 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $7,680 | 300 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $10,332 | 360 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||