Focus Partners Wealth

Position in WFC — Wells Fargo & Company/Mn

CIK 1542153 ST LOUIS, MO

Position in WFC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$57,767,245

-$14,033,941 QoQ

Shares Held

725,628

-5.8% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 70.91318730721355.ToString("F0")% Shared 1.0914278735087066.ToString("F0")% None 27.995384819277735.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,332,153,954 across 19 Banks - Diversified names. WFC ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,107,487	$914,098,375
2	BAC	Bank Of America Corp /De/	3,483,781	$169,834,323
3	C	Citigroup Inc	709,877	$80,507,150
4	WFC	Wells Fargo & Company/Mn This page	725,628	$57,767,245
5	BNY	Bank of New York Mellon Corp	349,135	$41,417,885
6	RY	Royal Bank Of Canada	198,124	$32,052,500
7	BCS	Barclays PLC	352,123	$7,450,922
8	MUFG	Mitsubishi Ufj Financial Group Inc	324,017	$5,498,568

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,767,245	725,628	-5.8%	Shares	Sole	2026-05-15
2025-12-31	$71,801,186	770,399	+58.3%	Shares	Sole	2026-02-13
2025-09-30	$40,797,457	486,727	+95.0%	Shares	Sole	2025-11-14
2025-06-30	$20,002,358	249,655	+25.5%	Shares	Sole	2025-08-14
2025-03-31	$14,281,687	198,937	-2.0%	Shares	Sole	2025-05-20
2024-12-31	$14,262,653	203,056	-0.3%	Shares	Sole	2025-05-29
2024-09-30	$11,504,301	203,652	-21.7%	Shares	Sole	2024-11-14
2024-06-30	$15,444,130	260,046	+213.6%	Shares	Sole	2024-08-15
2024-03-31	$4,805,637	82,913	+356.7%	Shares	Sole	2024-05-16
2023-12-31	$893,539	18,154	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.