Formidable Asset Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1592613 CINCINNATI, OH

Position in WFC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,275,465

+$119,449 QoQ

Shares Held

15,434

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,204

of 2,858 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Formidable Asset Management, LLC holds $14,192,020 across 5 Banks - Diversified names. WFC ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,555	$9,019,578
2	BAC	Bank Of America Corp /De/	40,572	$2,311,792
3	WFC	Wells Fargo & Company/Mn This page	15,434	$1,275,465
4	BNY	Bank of New York Mellon Corp	7,073	$1,022,826
5	C	Citigroup Inc	4,018	$562,359

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,275,465	15,434	+6.3%	Shares	Sole	2026-07-17
2026-03-31	$1,156,016	14,521	+14.2%	Shares	Sole	2026-04-22
2025-12-31	$1,184,944	12,714	+100.8%	Shares	Sole	2026-01-16
2025-09-30	$530,832	6,333	+28.4%	Shares	Sole	2025-10-29
2025-06-30	$395,312	4,934	0.0%	Shares	Sole	2025-07-16
2025-03-31	$354,211	4,934	-3.9%	Shares	Sole	2025-05-05
2024-12-31	$360,471	5,132	-5.5%	Shares	Sole	2025-02-19
2024-09-30	$306,797	5,431	-25.6%	Shares	Sole	2024-11-12
2024-06-30	$433,250	7,295	-41.8%	Shares	Sole	2024-08-08
2024-03-31	$726,064	12,527	+128.3%	Shares	Sole	2024-05-15
2023-12-31	$270,020	5,486	-21.7%	Shares	Sole	2024-02-07
2023-09-30	$286,142	7,003	-0.0%	Shares	Sole	2023-11-09
2023-06-30	$298,930	7,004	-12.3%	Shares	Sole	2023-08-15
2023-03-31	$298,516	7,986	-2.5%	Shares	Sole	2023-05-09
2022-12-31	$338,288	8,193	+2.1%	Shares	Sole	2023-02-07
2022-09-30	$322,805	8,026	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$318,295	8,126	-6.2%	Shares	Sole	2022-08-18
2022-03-31	$419,663	8,660	-5.3%	Shares	Sole	2022-05-04
2021-12-31	$438,729	9,144	-0.7%	Shares	Sole	2022-02-07
2021-09-30	$427,204	9,205	+97.5%	Shares	Sole	2021-11-10
2021-06-30	$211,050	4,660	-58.1%	Shares	Sole	2021-08-16
2021-03-31	$434,653	11,125	+8.1%	Shares	Sole	2021-05-12
2020-12-31	$310,703	10,295	-10.8%	Shares	Sole	2021-01-29
2020-09-30	$271,422	11,545	-43.9%	Shares	Sole	2020-12-14
2020-06-30	$527,232	20,595	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.