Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$526,912
+$35,400 QoQ
Shares Held
6,376
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,776
of 2,858 holders
Holding Since
Mar 2020
22 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, 2026NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. WFC ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,880 | $9,125,960 | |
| 2 | SAN |
Banco Santander, S.A.
|
248,251 | $3,425,863 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,676 | $2,032,818 | |
| 4 | C |
Citigroup Inc
|
10,364 | $1,450,545 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,670 | $648,489 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
6,376 | $526,912 | |
| 7 | BNS |
Bank Of Nova Scotia
|
4,288 | $372,369 | |
| 8 | RY |
Royal Bank Of Canada
|
1,353 | $280,030 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,912 | 6,376 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $491,512 | 6,174 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $586,694 | 6,295 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $571,065 | 6,813 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $664,515 | 8,294 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $632,182 | 8,806 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $608,559 | 8,664 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $309,169 | 5,473 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $316,113 | 5,454 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $278,437 | 5,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,074 | 4,970 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $286,468 | 6,712 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $283,303 | 7,579 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $292,539 | 7,085 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $277,316 | 6,895 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $337,097 | 8,606 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $390,490 | 8,058 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $330,774 | 6,894 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $375,921 | 8,100 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $324,638 | 7,168 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $221,409 | 5,667 | Shares | Sole | 2021-04-23 | |
| 2020-03-31 | $703,637 | 24,517 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||