Belpointe Asset Management LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1721242 RENO, NV

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,850,805

+$333,120 QoQ

Shares Held

22,396

+17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,042

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 23% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $24,064,250 across 7 Banks - Diversified names. WFC ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	47,965	$15,700,383
2	BAC	Bank Of America Corp /De/	57,541	$3,278,686
3	C	Citigroup Inc	16,604	$2,323,895
4	WFC	Wells Fargo & Company/Mn This page	22,396	$1,850,805
5	RY	Royal Bank Of Canada	1,878	$388,689
6	BNY	Bank of New York Mellon Corp	1,820	$263,190
7	ING	Ing Groep NV	8,241	$258,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,850,805	22,396	+17.5%	Shares	Other	2026-07-31
2026-03-31	$1,517,685	19,064	+1.3%	Shares	Sole	2026-04-28
2025-12-31	$1,753,651	18,816	-6.0%	Shares	Sole	2026-01-27
2025-09-30	$1,676,986	20,007	+15.0%	Shares	Sole	2025-11-03
2025-06-30	$1,393,286	17,390	+47.8%	Shares	Sole	2025-07-22
2025-03-31	$844,896	11,769	+16.5%	Shares	Other	2025-05-20
2024-12-31	$709,424	10,100	-7.3%	Shares	Sole	2025-02-13
2024-09-30	$615,741	10,900	+25.9%	Shares	Sole	2024-11-13
2024-06-30	$514,198	8,658	-53.5%	Shares	Sole	2024-08-02
2024-03-31	$1,079,505	18,625	+46.6%	Shares	Other	2024-05-08
2023-12-31	$625,192	12,702	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$521,087	12,753	+43.1%	Shares	Sole	2023-11-15
2023-06-30	$380,406	8,913	-66.5%	Shares	Sole	2023-08-15
2023-03-31	$994,494	26,605	-32.0%	Shares	Sole	2023-05-15
2022-12-31	$1,614,480	39,101	-6.5%	Shares	Sole	2023-02-08
2022-09-30	$1,681,196	41,800	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$1,707,929	43,603	-20.0%	Shares	Sole	2022-08-02
2022-03-31	$2,641,845	54,516	+5.2%	Shares	Sole	2022-04-28
2021-12-31	$2,486,323	51,820	+58.8%	Shares	Sole	2022-02-15
2021-09-30	$1,514,172	32,626	+2.8%	Shares	Sole	2021-11-15
2021-06-30	$1,437,096	31,731	+3.7%	Shares	Sole	2021-08-09
2021-03-31	$1,194,955	30,585	-14.7%	Shares	Sole	2021-05-14
2020-12-31	$1,082,707	35,875	-20.7%	Shares	Sole	2021-02-16
2020-09-30	$1,064,015	45,258	+31.3%	Shares	Sole	2020-11-13
2020-06-30	$882,534	34,474	-10.7%	Shares	Sole	2020-07-20
2020-03-31	$1,108,365	38,619	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.