MISSION WEALTH MANAGEMENT, LP
Position in WFC — Wells Fargo & Company/Mn
CIK 1645382
Santa Barbara, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,501,176
+$1,689,028 QoQ
Shares Held
102,870
+20.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#539
of 2,853 holders
Holding Since
Mar 2020
26 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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. WFC ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,501,176 | 102,870 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,812,148 | 85,569 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,901,030 | 84,775 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,067,031 | 84,312 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,800,665 | 84,881 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,201,291 | 86,381 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,018,092 | 85,679 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,624,610 | 81,866 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,254,114 | 88,468 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,764,974 | 116,718 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,239,657 | 45,503 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,779,044 | 43,540 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,268,221 | 76,575 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,894,520 | 77,435 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,056,120 | 74,016 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,994,942 | 74,464 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,899,755 | 74,030 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,463,000 | 71,461 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,455,807 | 72,026 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,357,809 | 72,351 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,316,541 | 73,229 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,114,859 | 54,130 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,617,678 | 53,601 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,185,585 | 50,429 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,441,228 | 56,298 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,439,620 | 50,161 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||