Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$841,688
+$576,508 QoQ
Shares Held
10,185
+205.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,470
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026FORTRESS PRIVATE LEDGER, LLC holds $9,591,636 across 6 Banks - Diversified names. WFC ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
20,278 | $2,838,108 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
7,347 | $2,404,893 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
10,611 | $1,534,456 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,385 | $1,389,457 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
10,185 | $841,688 | |
| 6 | RY |
Royal Bank Of Canada
|
2,817 | $583,034 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,688 | 10,185 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $265,180 | 3,331 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,606,674 | 17,239 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,146,489 | 13,678 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,024,334 | 12,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $630,459 | 8,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $575,687 | 8,196 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||