Landmark Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1728778 MELVILLE, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$960,855

+$35,708 QoQ

Shares Held

11,627

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,369

of 2,853 holders

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Landmark Wealth Management, LLC holds $10,376,276 across 5 Banks - Diversified names. WFC ranks #5 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	55,189	$3,144,669
2	C	Citigroup Inc	19,039	$2,664,698
3	JPM	Jpmorgan Chase & Co	7,086	$2,319,460
4	BCS	Barclays PLC	47,900	$1,286,594
5	WFC	Wells Fargo & Company/Mn This page	11,627	$960,855

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,855	11,627	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$925,147	11,621	+40.8%	Shares	Sole	2026-04-29
2022-03-31	$399,988	8,254	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.