Cornerstone Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1674117
ST. PETERS, MO
Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$965,235
-$225,969 QoQ
Shares Held
11,680
-21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,362
of 2,853 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,229,590 across 6 Banks - Diversified names. WFC ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,626 | $8,715,488 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,609 | $3,681,420 | |
| 3 | C |
Citigroup Inc
|
17,178 | $2,404,232 | |
| 4 | BNS |
Bank Of Nova Scotia
|
24,135 | $2,095,883 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
11,680 | $965,235 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,863 | $367,332 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,235 | 11,680 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,191,204 | 14,963 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,580,578 | 16,959 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,441,033 | 17,192 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,173,117 | 14,642 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,111,668 | 15,485 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,122,926 | 15,987 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $888,700 | 15,732 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $979,935 | 16,500 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,033,310 | 17,828 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $882,662 | 17,933 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $796,361 | 19,490 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $807,462 | 18,919 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $577,857 | 15,459 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $487,265 | 12,115 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $459,189 | 11,723 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $574,057 | 11,846 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $606,994 | 12,651 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $522,437 | 11,257 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $495,925 | 10,950 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $492,282 | 12,600 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $397,410 | 13,168 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $341,529 | 14,527 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $433,664 | 16,940 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $344,859 | 12,016 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||