Dakota Wealth Management
Position in WFC — Wells Fargo & Company/Mn
CIK 1631353
PALM BEACH GARDENS, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$718,885
+$28,826 QoQ
Shares Held
8,699
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,562
of 2,859 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $115,313,214 across 6 Banks - Diversified names. WFC ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
199,334 | $65,247,998 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
163,812 | $23,688,853 | |
| 3 | BAC |
Bank Of America Corp /De/
|
394,512 | $22,479,293 | |
| 4 | C |
Citigroup Inc
|
15,232 | $2,131,870 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
44,373 | $1,046,315 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
8,699 | $718,885 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,885 | 8,699 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $690,059 | 8,668 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $811,026 | 8,702 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $688,162 | 8,210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,419,085 | 17,712 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,236,869 | 17,229 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,217,821 | 17,338 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,100,086 | 19,474 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,181,979 | 19,902 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $969,612 | 16,729 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $717,922 | 14,586 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $645,015 | 15,786 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $728,034 | 17,058 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $633,889 | 16,958 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $628,556 | 15,223 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $367,328 | 9,133 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $210,655 | 5,378 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $221,316 | 4,567 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||