Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,254,197
+$144,074 QoQ
Shares Held
39,378
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#814
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Composition Wealth, LLC holds $74,273,162 across 11 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
135,192 | $44,252,397 | |
| 2 | BAC |
Bank Of America Corp /De/
|
259,167 | $14,767,335 | |
| 3 | C |
Citigroup Inc
|
62,475 | $8,744,001 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
39,378 | $3,254,197 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
12,493 | $1,187,959 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,743 | $541,275 | |
| 7 | SAN |
Banco Santander, S.A.
|
32,991 | $455,275 | |
| 8 | RY |
Royal Bank Of Canada
|
1,970 | $407,730 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,254,197 | 39,378 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,110,123 | 39,067 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,825,673 | 41,048 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,227,824 | 38,509 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,991,440 | 37,337 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,545,314 | 35,455 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,470,059 | 35,166 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,196,740 | 21,185 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,209,239 | 20,361 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,185,513 | 20,454 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $995,179 | 20,219 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $976,186 | 23,891 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,026,069 | 24,041 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $857,534 | 22,941 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $844,958 | 20,464 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $766,955 | 19,069 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $759,623 | 19,393 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $954,322 | 19,693 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $462,431 | 9,638 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $407,897 | 8,789 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $368,343 | 8,133 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $362,686 | 9,283 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $469,389 | 15,553 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $390,007 | 16,589 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,660,697 | 142,996 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,016,341 | 105,099 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||