Connecticut Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1689829
FARMINGTON, CT
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$611,701
+$22,508 QoQ
Shares Held
7,402
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,665
of 2,859 holders
Holding Since
Dec 2023
10 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, 2026Connecticut Wealth Management, LLC holds $12,228,299 across 5 Banks - Diversified names. WFC ranks #3 (5.0% of the industry book) .
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,701 | 7,402 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $589,193 | 7,401 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $664,236 | 7,127 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $599,313 | 7,150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $578,947 | 7,226 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $534,979 | 7,452 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $533,894 | 7,601 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $422,997 | 7,488 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $286,081 | 4,817 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $210,809 | 4,283 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||