Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,762,875
+$65,511 QoQ
Shares Held
21,332
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,053
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, 2026IHT Wealth Management, LLC holds $44,613,781 across 9 Banks - Diversified names. WFC ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
73,319 | $23,999,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,236 | $7,591,787 | |
| 3 | C |
Citigroup Inc
|
51,587 | $7,220,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,745 | $2,421,494 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
21,332 | $1,762,875 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
25,606 | $509,303 | |
| 7 | SAN |
Banco Santander, S.A.
|
33,736 | $465,556 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,535 | $431,233 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,762,875 | 21,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,697,364 | 21,321 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,919,547 | 20,596 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,713,783 | 20,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,503,531 | 18,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,249,217 | 17,401 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,141,751 | 16,255 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,270,064 | 22,483 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,147,889 | 19,328 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,208,234 | 20,846 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $957,279 | 19,449 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $881,350 | 21,570 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $894,060 | 20,948 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $720,237 | 19,268 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $671,499 | 16,263 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $692,789 | 17,225 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $374,543 | 9,562 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $510,768 | 10,540 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $572,833 | 11,939 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $648,904 | 13,982 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $904,531 | 19,972 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $836,371 | 21,407 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $445,305 | 14,755 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $399,740 | 17,003 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $420,736 | 16,435 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $342,821 | 11,945 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||