Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,517,627
+$108,311 QoQ
Shares Held
30,465
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#918
of 2,868 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $180,242,228 across 9 Banks - Diversified names. WFC ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
401,962 | $131,574,221 | |
| 2 | C |
Citigroup Inc
|
146,683 | $20,529,752 | |
| 3 | SAN |
Banco Santander, S.A.
|
844,907 | $11,659,716 | |
| 4 | BAC |
Bank Of America Corp /De/
|
168,999 | $9,629,562 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
30,465 | $2,517,627 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,255 | $2,206,025 | |
| 7 | BCS |
Barclays PLC
|
35,774 | $960,889 | |
| 8 | RY |
Royal Bank Of Canada
|
4,025 | $833,054 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,517,627 | 30,465 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,409,316 | 30,264 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,818,833 | 30,245 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,253,583 | 26,886 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,037,530 | 25,431 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,332,565 | 18,562 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,354,999 | 19,291 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,009,137 | 17,864 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,097,229 | 18,475 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,068,144 | 18,429 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $15,948,164 | 324,018 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $311,026 | 7,612 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $263,117 | 7,039 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $249,309 | 6,038 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $289,664 | 7,202 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $282,063 | 7,201 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $291,729 | 6,020 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $377,650 | 7,871 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $361,858 | 7,797 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $353,126 | 7,797 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $304,628 | 7,797 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $235,283 | 7,796 | Shares | Sole | 2021-01-26 | |
| 2020-06-30 | $255,436 | 9,978 | 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. | ||||||