Meridian Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1697300
LEXINGTON, KY
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,553,962
-$658,559 QoQ
Shares Held
18,804
-32.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,111
of 2,858 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $80,523,100 across 8 Banks - Diversified names. WFC ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
195,616 | $64,030,985 | |
| 2 | ING |
Ing Groep NV
|
141,139 | $4,428,941 | |
| 3 | C |
Citigroup Inc
|
30,014 | $4,200,759 | |
| 4 | BAC |
Bank Of America Corp /De/
|
49,890 | $2,842,732 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
14,008 | $2,025,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
18,804 | $1,553,962 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,288 | $1,298,120 | |
| 8 | SAN |
Banco Santander, S.A.
|
10,283 | $141,905 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,553,962 | 18,804 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,212,521 | 27,792 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,254,099 | 13,456 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,757,034 | 20,962 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,919,835 | 23,962 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,362,287 | 18,976 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $639,535 | 9,105 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $504,399 | 8,929 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $726,782 | 14,766 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $642,278 | 15,719 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $693,806 | 16,256 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $633,366 | 16,944 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $657,171 | 15,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479,543 | 11,923 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,029,113 | 26,273 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $510,332 | 10,531 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $536,272 | 11,177 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $629,922 | 13,573 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $616,849 | 13,620 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $503,846 | 12,896 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $287,977 | 9,542 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $234,347 | 9,968 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||