KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1723223 OLYMPIA, WA

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$960,690

+$74,790 QoQ

Shares Held

11,625

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,374

of 2,858 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $7,932,304 across 5 Banks - Diversified names. WFC ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,923	$4,557,415
2	BAC	Bank Of America Corp /De/	28,363	$1,616,123
3	WFC	Wells Fargo & Company/Mn This page	11,625	$960,690
4	C	Citigroup Inc	3,685	$515,752
5	TD	Toronto Dominion Bank	2,325	$282,324

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,690	11,625	+4.5%	Shares	Sole	2026-08-07
2026-03-31	$885,900	11,128	+1.3%	Shares	Sole	2026-04-28
2025-12-31	$1,023,895	10,986	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$922,439	11,005	-3.0%	Shares	Sole	2025-10-22
2025-06-30	$909,281	11,349	-0.2%	Shares	Sole	2025-07-16
2025-03-31	$816,754	11,377	-18.0%	Shares	Sole	2025-04-21
2024-12-31	$974,018	13,867	-1.1%	Shares	Sole	2025-01-16
2024-09-30	$792,159	14,023	+0.8%	Shares	Sole	2024-10-15
2024-06-30	$825,877	13,906	-1.2%	Shares	Sole	2024-07-23
2024-03-31	$815,497	14,070	+2.5%	Shares	Sole	2024-04-19
2023-12-31	$675,790	13,730	-4.1%	Shares	Sole	2024-01-30
2023-09-30	$584,910	14,315	+4.3%	Shares	Sole	2023-10-17
2020-06-30	$351,206	13,719	-1.7%	Shares	Sole	2020-07-14
2020-03-31	$400,451	13,953	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.