JUNCTURE WEALTH STRATEGIES, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1632866
SCOTTSDALE, AZ
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$260,150
+$9,538 QoQ
Shares Held
3,148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,315
of 2,859 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JUNCTURE WEALTH STRATEGIES, LLC holds $2,257,428 across 4 Banks - Diversified names. WFC ranks #4 (11.5% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,150 | 3,148 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $250,612 | 3,148 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $293,580 | 3,150 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $264,033 | 3,150 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $292,438 | 3,650 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $262,033 | 3,650 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $256,376 | 3,650 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $203,707 | 3,430 | Shares | Sole | 2024-07-11 | |
| 2022-12-31 | $213,056 | 5,160 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||