Bogart Wealth, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1715740 MCLEAN, VA

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$270,976

+$125,529 QoQ

Shares Held

3,279

+79.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,274

of 2,853 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. WFC ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,403	$12,243,123
2	RY	Royal Bank Of Canada	19,734	$4,084,345
3	BNS	Bank Of Nova Scotia	13,743	$1,193,442
4	BMO	Bank Of Montreal /Can/	2,673	$472,319
5	WFC	Wells Fargo & Company/Mn This page	3,279	$270,976
6	C	Citigroup Inc	1,830	$256,126
7	BAC	Bank Of America Corp /De/	3,228	$183,931
8	HSBC	Hsbc Holdings PLC	1,258	$119,623

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,976	3,279	+79.5%	Shares	Sole	2026-07-24
2026-03-31	$145,447	1,827	+14.1%	Shares	Sole	2026-04-28
2025-12-31	$149,213	1,601	+0.5%	Shares	Sole	2026-01-30
2025-09-30	$133,525	1,593	+3.2%	Shares	Sole	2025-10-27
2025-06-30	$123,625	1,543	+17.5%	Shares	Sole	2025-07-30
2025-03-31	$94,260	1,313	+17.5%	Shares	Sole	2025-05-02
2024-12-31	$78,458	1,117	+24.4%	Shares	Sole	2025-01-30
2024-09-30	$50,728	898	+0.1%	Shares	Sole	2024-10-23
2024-06-30	$53,272	897	+3.9%	Shares	Sole	2024-07-31
2024-03-31	$50,019	863	-54.4%	Shares	Sole	2024-04-25
2023-12-31	$93,124	1,892	+4.1%	Shares	Sole	2024-02-07
2023-09-30	$74,242	1,817	+18.8%	Shares	Sole	2023-10-30
2023-06-30	$65,257	1,529	0.0%	Shares	Sole	2023-07-31
2023-03-31	$57,154	1,529	-5.8%	Shares	Sole	2023-04-21
2022-12-31	$67,054	1,624	-11.2%	Shares	Sole	2023-02-06
2022-09-30	$73,562	1,829	+104.1%	Shares	Sole	2022-11-03
2022-06-30	$35,096	896	-0.6%	Shares	Sole	2022-07-22
2022-03-31	$43,662	901	+6.8%	Shares	Sole	2022-04-22
2021-12-31	$40,495	844	0.0%	Shares	Sole	2022-01-19
2021-09-30	$39,170	844	-56.1%	Shares	Sole	2021-10-15
2021-06-30	$87,002	1,921	+26.3%	Shares	Sole	2021-08-06
2021-03-31	$59,425	1,521	0.0%	Shares	Sole	2021-04-16
2020-12-31	$45,903	1,521	0.0%	Shares	Sole	2021-01-14
2020-09-30	$35,758	1,521	-55.3%	Shares	Sole	2020-10-06
2020-06-30	$87,142	3,404	+17.5%	Shares	Sole	2020-07-08
2020-03-31	$83,143	2,897	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.