Biltmore Family Office, LLC

Family Office

Position in WFC — Wells Fargo & Company/Mn

CIK 1731123 CHARLOTTE, NC

Position in WFC

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

Position Value

$1,328,438

+$41,861 QoQ

Shares Held

16,075

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,189

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $15,908,389 across 5 Banks - Diversified names. WFC ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	136,809	$7,795,376
2	JPM	Jpmorgan Chase & Co	17,558	$5,747,260
3	WFC	Wells Fargo & Company/Mn This page	16,075	$1,328,438
4	BMO	Bank Of Montreal /Can/	4,360	$770,412
5	C	Citigroup Inc	1,907	$266,903

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,328,438	16,075	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$1,286,577	16,161	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$1,516,177	16,268	+71.7%	Shares	Sole	2026-02-04
2025-09-30	$794,278	9,476	+0.6%	Shares	Sole	2025-10-31
2025-06-30	$754,650	9,419	-2.1%	Shares	Sole	2025-08-01
2025-03-31	$690,548	9,619	-1.5%	Shares	Sole	2025-05-12
2024-12-31	$685,823	9,764	-0.9%	Shares	Sole	2025-02-12
2024-09-30	$556,313	9,848	+4.9%	Shares	Sole	2024-11-12
2024-06-30	$557,434	9,386	+7.8%	Shares	Sole	2024-08-07
2024-03-31	$504,483	8,704	0.0%	Shares	Sole	2024-05-14
2023-12-31	$428,410	8,704	0.0%	Shares	Sole	2024-02-14
2023-09-30	$355,645	8,704	0.0%	Shares	Sole	2023-11-14
2023-06-30	$371,486	8,704	-13.5%	Shares	Sole	2023-08-07
2023-03-31	$375,930	10,057	+5.2%	Shares	Sole	2023-05-12
2022-12-31	$394,814	9,562	+9.7%	Shares	Sole	2023-02-07
2022-09-30	$350,678	8,719	+0.2%	Shares	Sole	2022-11-10
2022-06-30	$340,935	8,704	-20.6%	Shares	Sole	2022-08-04
2022-03-31	$531,557	10,969	+26.0%	Shares	Sole	2022-05-12
2021-12-31	$417,617	8,704	-18.3%	Shares	Sole	2022-02-11
2021-09-30	$494,220	10,649	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$489,086	10,799	0.0%	Shares	Sole	2021-07-30
2021-03-31	$421,916	10,799	-11.5%	Shares	Sole	2021-05-12
2020-12-31	$368,165	12,199	-4.9%	Shares	Sole	2021-02-09
2020-09-30	$301,421	12,821	-0.1%	Shares	Sole	2020-11-12
2020-06-30	$328,601	12,836	0.0%	Shares	Sole	2020-08-05
2020-03-31	$368,393	12,836	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.