RWA WEALTH PARTNERS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1544576 BOSTON, MA

Position in WFC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,409,316

-$409,517 QoQ

Shares Held

30,264

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 61.512027491408936.ToString("F0")% Shared 0.ToString("F0")% None 38.48797250859107.ToString("F0")%

Financial Services · as of Mar 31, 2026

RWA WEALTH PARTNERS, LLC holds $154,503,862 across 9 Banks - Diversified names. WFC ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	390,917	$114,992,144
2	C	Citigroup Inc	143,889	$16,318,451
3	SAN	Banco Santander, S.A.	777,198	$8,766,793
4	BAC	Bank Of America Corp /De/	166,239	$8,104,151
5	WFC	Wells Fargo & Company/Mn This page	30,264	$2,409,316
6	BNY	Bank of New York Mellon Corp	15,077	$1,788,584
7	RY	Royal Bank Of Canada	6,839	$1,106,413
8	BCS	Barclays PLC	36,076	$763,368

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,409,316	30,264	+0.1%	Shares	Sole	2026-05-13
2025-12-31	$2,818,833	30,245	+12.5%	Shares	Sole	2026-02-12
2025-09-30	$2,253,583	26,886	+5.7%	Shares	Sole	2025-11-10
2025-06-30	$2,037,530	25,431	+37.0%	Shares	Sole	2025-08-06
2025-03-31	$1,332,565	18,562	-3.8%	Shares	Sole	2025-05-13
2024-12-31	$1,354,999	19,291	+8.0%	Shares	Sole	2025-02-12
2024-09-30	$1,009,137	17,864	-3.3%	Shares	Sole	2024-11-08
2024-06-30	$1,097,229	18,475	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$1,068,144	18,429	-94.3%	Shares	Sole	2024-04-29
2023-12-31	$15,948,164	324,018	+4156.7%	Shares	Sole	2024-02-01
2023-09-30	$311,026	7,612	+8.1%	Shares	Sole	2023-10-11
2023-03-31	$263,117	7,039	+16.6%	Shares	Sole	2023-04-26
2022-12-31	$249,309	6,038	-16.2%	Shares	Sole	2023-01-19
2022-09-30	$289,664	7,202	+0.0%	Shares	Sole	2022-10-14
2022-06-30	$282,063	7,201	+19.6%	Shares	Sole	2022-07-14
2022-03-31	$291,729	6,020	-23.5%	Shares	Sole	2022-05-04
2021-12-31	$377,650	7,871	+0.9%	Shares	Sole	2022-01-31
2021-09-30	$361,858	7,797	0.0%	Shares	Sole	2021-11-05
2021-06-30	$353,126	7,797	0.0%	Shares	Sole	2021-07-09
2021-03-31	$304,628	7,797	+0.0%	Shares	Sole	2021-05-05
2020-12-31	$235,283	7,796	-21.9%	Shares	Sole	2021-01-26
2020-06-30	$255,436	9,978	+0.8%	Shares	Sole	2020-08-03
2020-03-31	$284,101	9,899	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.