Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,525,313
+$68,151 QoQ
Shares Held
30,558
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#910
of 2,853 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 2%
Shared 1%
None 98%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. WFC ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,525,313 | 30,558 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,457,162 | 30,865 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,151,558 | 33,815 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,792,463 | 33,315 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,291,213 | 16,116 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,174,484 | 16,360 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,566,984 | 22,309 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,020,548 | 18,066 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,161,549 | 19,558 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,068,144 | 18,429 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $516,957 | 10,503 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $86,500 | 2,117 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $43,064 | 1,009 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $15,512 | 415 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $103,348 | 2,503 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $98,096 | 2,439 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $1,017 | 21 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $29,795 | 621 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $29,006 | 625 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $27,174 | 600 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||