Tarbox Family Office, Inc.

Family Office

Position in WFC — Wells Fargo & Company/Mn

CIK 1599603 NEWPORT BEACH, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$691,779

+$25,364 QoQ

Shares Held

8,371

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,590

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tarbox Family Office, Inc. holds $1,699,250 across 3 Banks - Diversified names. WFC ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	8,371	$691,779
2	C	Citigroup Inc	3,758	$525,969
3	JPM	Jpmorgan Chase & Co	1,471	$481,502

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,779	8,371	0.0%	Shares	Sole	2026-08-03
2026-03-31	$666,415	8,371	-11.9%	Shares	Sole	2026-04-24
2025-12-31	$885,959	9,506	-15.4%	Shares	Sole	2026-01-21
2025-09-30	$942,304	11,242	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$899,507	11,227	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$806,847	11,239	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$790,200	11,250	-0.9%	Shares	Sole	2025-01-17
2024-09-30	$641,556	11,357	-0.3%	Shares	Sole	2024-10-23
2024-06-30	$676,511	11,391	+8.8%	Shares	Sole	2024-07-17
2024-03-31	$606,957	10,472	0.0%	Shares	Sole	2024-04-16
2023-12-31	$515,431	10,472	+0.5%	Shares	Sole	2024-02-08
2023-09-30	$425,720	10,419	0.0%	Shares	Sole	2023-10-13
2023-06-30	$444,682	10,419	+0.1%	Shares	Sole	2023-07-20
2023-03-31	$388,938	10,405	+0.0%	Shares	Sole	2023-04-11
2022-12-31	$429,581	10,404	-0.0%	Shares	Sole	2023-01-25
2022-09-30	$418,489	10,405	0.0%	Shares	Sole	2022-10-14
2022-06-30	$407,563	10,405	-1.1%	Shares	Sole	2022-07-19
2022-03-31	$509,847	10,521	-33.8%	Shares	Sole	2022-04-25
2021-12-31	$762,402	15,890	-5.5%	Shares	Sole	2022-01-06
2021-09-30	$780,152	16,810	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$757,384	16,723	+8.2%	Shares	Sole	2021-07-16
2021-03-31	$603,787	15,454	+0.3%	Shares	Sole	2021-04-27
2020-12-31	$465,194	15,414	-4.0%	Shares	Sole	2021-01-27
2020-09-30	$377,476	16,056	+0.3%	Shares	Sole	2020-10-22
2020-06-30	$409,804	16,008	-14.9%	Shares	Sole	2020-07-23
2020-03-31	$540,076	18,818	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.