Triangle Securities Wealth Management

Broker-Dealer

Position in WFC — Wells Fargo & Company/Mn

CIK 1541353 RALEIGH, NC

Position in WFC

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

Position Value

$2,659,024

+$132,999 QoQ

Shares Held

32,176

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#888

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $15,969,771 across 5 Banks - Diversified names. WFC ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,316	$7,632,026
2	BAC	Bank Of America Corp /De/	64,206	$3,658,457
3	WFC	Wells Fargo & Company/Mn This page	32,176	$2,659,024
4	C	Citigroup Inc	10,294	$1,440,748
5	RY	Royal Bank Of Canada	2,800	$579,516

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,659,024	32,176	+1.4%	Shares	Sole	2026-07-14
2026-03-31	$2,526,025	31,730	-51.9%	Shares	Sole	2026-04-20
2025-12-31	$6,147,098	65,956	+96.0%	Shares	Sole	2026-01-13
2025-09-30	$2,820,459	33,649	+12.5%	Shares	Sole	2025-10-15
2025-06-30	$2,395,507	29,899	-13.6%	Shares	Sole	2025-07-10
2025-03-31	$2,484,436	34,607	-1.3%	Shares	Sole	2025-04-10
2024-12-31	$2,462,684	35,061	-1.8%	Shares	Sole	2025-01-15
2024-09-30	$2,016,184	35,691	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$2,177,534	36,665	-2.3%	Shares	Sole	2024-07-10
2024-03-31	$2,174,485	37,517	-0.1%	Shares	Sole	2024-04-10
2023-12-31	$1,848,309	37,552	-1.7%	Shares	Sole	2024-01-10
2023-09-30	$1,560,852	38,200	-2.9%	Shares	Sole	2023-10-10
2023-06-30	$1,679,116	39,342	-4.1%	Shares	Sole	2023-07-13
2023-03-31	$1,534,187	41,043	-1.4%	Shares	Sole	2023-04-20
2022-12-31	$1,719,439	41,643	-0.5%	Shares	Sole	2023-01-11
2022-09-30	$1,683,448	41,856	+1.0%	Shares	Sole	2022-10-19
2022-06-30	$1,623,714	41,453	+2.2%	Shares	Sole	2022-07-11
2022-03-31	$1,965,828	40,566	-6.3%	Shares	Sole	2022-04-13
2021-12-31	$2,077,150	43,292	+1.7%	Shares	Sole	2022-01-14
2021-09-30	$1,975,766	42,572	+6.7%	Shares	Sole	2021-10-14
2021-06-30	$1,806,527	39,888	+1.7%	Shares	Sole	2021-07-12
2021-03-31	$1,532,989	39,237	+0.3%	Shares	Sole	2021-04-12
2020-12-31	$1,181,154	39,137	-5.6%	Shares	Sole	2021-01-11
2020-09-30	$974,395	41,446	-1.0%	Shares	Sole	2020-10-09
2020-06-30	$1,072,179	41,882	+13.7%	Shares	Sole	2020-07-08
2020-03-31	$1,056,906	36,826	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.