Waldron Private Wealth LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1598180 BRIDGEVILLE, PA

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$497,740

+$31,624 QoQ

Shares Held

6,023

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,817

of 2,859 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $9,043,664 across 4 Banks - Diversified names. WFC ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,060	$6,893,569
2	BAC	Bank Of America Corp /De/	18,621	$1,061,024
3	C	Citigroup Inc	4,225	$591,331
4	WFC	Wells Fargo & Company/Mn This page	6,023	$497,740

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,740	6,023	+2.9%	Shares	Sole	2026-07-20
2026-03-31	$466,116	5,855	+38.2%	Shares	Sole	2026-04-10
2025-12-31	$394,981	4,238	+0.7%	Shares	Sole	2026-01-14
2025-09-30	$352,882	4,210	-5.8%	Shares	Sole	2025-10-30
2025-06-30	$358,056	4,469	-4.3%	Shares	Sole	2025-07-31
2025-03-31	$335,331	4,671	-67.2%	Shares	Sole	2025-05-08
2024-12-31	$1,000,778	14,248	+1.8%	Shares	Sole	2025-01-24
2024-09-30	$790,519	13,994	-1.6%	Shares	Sole	2024-10-21
2024-06-30	$845,000	14,228	-7.0%	Shares	Sole	2024-07-31
2024-03-31	$887,193	15,307	-2.2%	Shares	Sole	2024-05-09
2022-12-31	$646,353	15,654	0.0%	Shares	Sole	2023-02-08
2022-09-30	$629,603	15,654	+16.2%	Shares	Sole	2022-11-14
2022-06-30	$527,580	13,469	+7.1%	Shares	Sole	2022-08-03
2022-03-31	$609,239	12,572	+16.8%	Shares	Sole	2022-05-04
2021-12-31	$516,360	10,762	+1.1%	Shares	Sole	2022-02-02
2021-09-30	$493,988	10,644	-65.0%	Shares	Sole	2021-11-02
2021-06-30	$1,376,091	30,384	+292.8%	Shares	Sole	2021-08-06
2021-03-31	$302,245	7,736	-6.1%	Shares	Sole	2021-05-11
2020-12-31	$248,622	8,238	-21.3%	Shares	Sole	2021-02-12
2020-09-30	$246,149	10,470	-9.1%	Shares	Sole	2020-11-13
2020-06-30	$294,809	11,516	-20.8%	Shares	Sole	2020-08-11
2020-03-31	$417,097	14,533	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.