Family Manage LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1539947 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,090,762

+$253,640 QoQ

Shares Held

49,501

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#745

of 2,858 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Family Manage LLC holds $22,794,516 across 5 Banks - Diversified names. WFC ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	54,407	$7,614,803
2	JPM	Jpmorgan Chase & Co	19,674	$6,439,890
3	WFC	Wells Fargo & Company/Mn This page	49,501	$4,090,762
4	BNY	Bank of New York Mellon Corp	25,895	$3,744,675
5	BAC	Bank Of America Corp /De/	15,872	$904,386

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,090,762	49,501	+2.7%	Shares	Sole	2026-08-14
2026-03-31	$3,837,122	48,199	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$4,476,023	48,026	+641.4%	Shares	Sole	2026-02-17
2025-09-30	$542,985	6,478	+49.4%	Shares	Sole	2025-11-13
2025-06-30	$347,400	4,336	-14.5%	Shares	Sole	2025-08-14
2022-12-31	$209,464	5,073	-1.9%	Shares	Sole	2023-02-14
2021-03-31	$202,109	5,173	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.