WealthShield Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1729303 CARY, NC

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,145,417

-$333,319 QoQ

Shares Held

25,961

-16.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#988

of 2,858 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthShield Partners, LLC holds $18,522,553 across 5 Banks - Diversified names. WFC ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,655	$8,724,981
2	C	Citigroup Inc	49,078	$6,868,956
3	WFC	Wells Fargo & Company/Mn This page	25,961	$2,145,417
4	BAC	Bank Of America Corp /De/	8,017	$456,808
5	RY	Royal Bank Of Canada	1,577	$326,391

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,145,417	25,961	-16.6%	Shares	Sole	2026-08-12
2026-03-31	$2,478,736	31,136	+5.5%	Shares	Sole	2026-05-01
2025-12-31	$2,751,077	29,518	+204.3%	Shares	Sole	2026-02-03
2025-09-30	$812,970	9,699	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$777,484	9,704	-8.6%	Shares	Sole	2025-08-08
2025-03-31	$762,481	10,621	+41.4%	Shares	Sole	2025-05-09
2024-12-31	$527,642	7,512	-23.1%	Shares	Sole	2025-02-04
2024-09-30	$551,511	9,763	+48.0%	Shares	Sole	2024-11-04
2024-06-30	$391,677	6,595	-2.2%	Shares	Sole	2024-07-26
2024-03-31	$390,650	6,740	-32.0%	Shares	Sole	2024-04-29
2023-12-31	$487,819	9,911	+1.0%	Shares	Sole	2024-01-23
2023-09-30	$400,795	9,809	-2.2%	Shares	Sole	2023-10-25
2023-06-30	$427,952	10,027	+12.3%	Shares	Sole	2023-08-03
2023-03-31	$333,653	8,926	-4.8%	Shares	Sole	2023-05-08
2022-12-31	$387,300	9,380	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$380,320	9,456	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$369,960	9,445	-0.4%	Shares	Sole	2022-08-11
2022-03-31	$459,449	9,481	-11.5%	Shares	Sole	2022-05-09
2021-12-31	$514,297	10,719	+174.5%	Shares	Sole	2022-02-10
2021-06-30	$176,857	3,905	+24.6%	Shares	Sole	2021-08-06
2021-03-31	$122,484	3,135	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.