Financial Management Professionals, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1568132
AUSTIN, TX
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$175,114
+$53,072 QoQ
Shares Held
2,119
+38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,529
of 2,859 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Management Professionals, Inc. holds $5,265,626 across 17 Banks - Diversified names. WFC ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,693 | $3,827,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,767 | $727,463 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,119 | $175,114 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
1,058 | $100,605 | |
| 5 | C |
Citigroup Inc
|
662 | $92,653 | |
| 6 | RY |
Royal Bank Of Canada
|
424 | $87,755 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
260 | $45,942 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,018 | $40,138 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,114 | 2,119 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $122,042 | 1,533 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $148,840 | 1,597 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $77,533 | 925 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $68,422 | 854 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $51,401 | 716 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $54,365 | 774 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $42,028 | 744 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $43,295 | 729 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $48,976 | 845 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $40,261 | 818 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $25,455 | 623 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $22,492 | 527 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,037 | 108 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $23,287 | 564 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $27,671 | 688 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $16,177 | 413 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $25,296 | 522 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $8,540 | 178 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,079 | 131 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,846 | 107 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,243 | 211 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,146 | 38 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $2,662 | 104 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||