Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$913,502
+$115,333 QoQ
Shares Held
11,054
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,409
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026BIP Wealth, LLC holds $9,633,636 across 7 Banks - Diversified names. WFC ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,948 | $4,892,928 | |
| 2 | BAC |
Bank Of America Corp /De/
|
36,416 | $2,074,983 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
11,054 | $913,502 | |
| 4 | RY |
Royal Bank Of Canada
|
3,478 | $719,841 | |
| 5 | C |
Citigroup Inc
|
4,577 | $640,596 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,506 | $217,782 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,609 | $174,004 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,502 | 11,054 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $798,169 | 10,026 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,123,060 | 12,050 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,007,600 | 12,021 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $286,028 | 3,570 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $399,583 | 5,566 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $382,808 | 5,450 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||