FAS Wealth Partners, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1596957 LEAWOOD, KS

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$738,305

-$2,306 QoQ

Shares Held

8,934

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,551

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FAS Wealth Partners, Inc. holds $19,826,856 across 5 Banks - Diversified names. WFC ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	46,254	$15,140,321
2	BAC	Bank Of America Corp /De/	55,001	$3,133,956
3	WFC	Wells Fargo & Company/Mn This page	8,934	$738,305
4	C	Citigroup Inc	4,079	$570,896
5	BNY	Bank of New York Mellon Corp	1,683	$243,378

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$738,305	8,934	-4.0%	Shares	Sole	2026-07-29
2026-03-31	$740,611	9,303	+2.4%	Shares	Sole	2026-06-10
2025-12-31	$846,535	9,083	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$755,972	9,019	+0.6%	Shares	Sole	2025-10-29
2025-06-30	$717,955	8,961	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$636,992	8,873	+0.3%	Shares	Sole	2025-05-05
2024-12-31	$621,553	8,849	+0.5%	Shares	Sole	2025-02-14
2024-09-30	$497,507	8,807	+0.6%	Shares	Sole	2024-10-17
2024-06-30	$519,959	8,755	+0.3%	Shares	Sole	2024-07-29
2024-03-31	$505,816	8,727	-7.0%	Shares	Sole	2024-04-29
2023-12-31	$461,880	9,384	+11.5%	Shares	Sole	2024-01-23
2023-09-30	$343,918	8,417	+0.1%	Shares	Sole	2023-10-23
2023-06-30	$358,896	8,409	+0.7%	Shares	Sole	2023-08-08
2023-03-31	$312,123	8,350	-26.1%	Shares	Sole	2023-05-11
2022-12-31	$466,370	11,295	+1.2%	Shares	Sole	2023-02-01
2022-09-30	$449,096	11,166	+0.7%	Shares	Sole	2022-10-20
2022-06-30	$434,512	11,093	+6.0%	Shares	Sole	2022-08-02
2022-03-31	$507,133	10,465	-3.2%	Shares	Sole	2022-05-04
2021-12-31	$518,615	10,809	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$500,253	10,779	+0.5%	Shares	Sole	2021-11-15
2021-06-30	$485,554	10,721	-0.8%	Shares	Sole	2021-07-29
2021-03-31	$422,346	10,810	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$325,430	10,783	-10.6%	Shares	Sole	2021-02-10
2020-09-30	$283,413	12,055	+0.9%	Shares	Sole	2020-11-16
2020-06-30	$305,715	11,942	+17.0%	Shares	Sole	2020-07-21
2020-03-31	$293,055	10,211	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.