SeaCrest Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1728121 PURCHASE, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$782,352

-$144,865 QoQ

Shares Held

9,467

-18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,517

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $9,223,976 across 5 Banks - Diversified names. WFC ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,560	$4,765,924
2	BAC	Bank Of America Corp /De/	28,240	$1,609,115
3	C	Citigroup Inc	9,244	$1,293,790
4	WFC	Wells Fargo & Company/Mn This page	9,467	$782,352
5	BNY	Bank of New York Mellon Corp	5,344	$772,795

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,352	9,467	-18.7%	Shares	Sole	2026-07-09
2026-03-31	$927,217	11,647	-5.9%	Shares	Sole	2026-04-15
2025-12-31	$1,153,816	12,380	-1.0%	Shares	Sole	2026-01-12
2025-09-30	$1,048,169	12,505	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$1,022,892	12,767	-43.2%	Shares	Sole	2025-07-11
2025-03-31	$1,613,408	22,474	+3.9%	Shares	Sole	2025-04-11
2024-12-31	$1,518,659	21,621	+18.0%	Shares	Sole	2025-01-14
2024-09-30	$1,034,670	18,316	-0.3%	Shares	Sole	2024-10-16
2024-06-30	$1,090,519	18,362	+7.8%	Shares	Sole	2024-07-22
2024-03-31	$987,174	17,032	-46.5%	Shares	Sole	2024-04-18
2023-12-31	$1,566,377	31,824	+6.9%	Shares	Sole	2024-01-18
2023-09-30	$1,216,565	29,774	-4.8%	Shares	Sole	2023-10-12
2023-06-30	$1,334,134	31,259	-19.5%	Shares	Sole	2023-07-14
2023-03-31	$1,451,614	38,834	-3.1%	Shares	Sole	2023-05-12
2022-12-31	$1,654,159	40,062	+22.9%	Shares	Sole	2023-02-14
2022-09-30	$1,311,493	32,608	-5.0%	Shares	Sole	2022-11-15
2022-06-30	$1,344,118	34,315	+7.0%	Shares	Sole	2022-08-09
2022-03-31	$1,554,499	32,078	+10.8%	Shares	Sole	2022-05-16
2021-12-31	$1,388,685	28,943	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$1,313,217	28,296	+3.3%	Shares	Sole	2021-11-16
2021-06-30	$1,240,764	27,396	-4.8%	Shares	Sole	2021-08-12
2021-03-31	$1,124,356	28,778	+3.8%	Shares	Sole	2021-05-17
2020-12-31	$836,800	27,727	-4.5%	Shares	Sole	2021-02-09
2020-09-30	$682,565	29,033	-15.5%	Shares	Sole	2020-11-12
2020-06-30	$879,462	34,354	+14.4%	Shares	Sole	2020-07-27
2020-03-31	$861,803	30,028	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.