SWS Partners

Position in WFC — Wells Fargo & Company/Mn

CIK 1731731 COLUMBUS, OH

Position in WFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,606,822

+$39,260 QoQ

Shares Held

43,645

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#783

of 2,858 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SWS Partners holds $9,172,073 across 3 Banks - Diversified names. WFC ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,026	$4,591,130
2	WFC	Wells Fargo & Company/Mn This page	43,645	$3,606,822
3	C	Citigroup Inc	6,960	$974,121

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,606,822	43,645	-2.6%	Shares	Sole	2026-08-03
2026-03-31	$3,567,562	44,813	-8.4%	Shares	Sole	2026-04-21
2025-12-31	$4,558,039	48,906	+8.5%	Shares	Sole	2026-01-16
2025-09-30	$3,778,354	45,077	+5.7%	Shares	Sole	2025-10-16
2025-06-30	$3,418,079	42,662	-4.1%	Shares	Sole	2025-07-17
2025-03-31	$3,193,578	44,485	-2.6%	Shares	Sole	2025-05-27
2024-12-31	$3,209,125	45,688	-3.1%	Shares	Sole	2025-02-06
2024-09-30	$2,664,520	47,168	-29.5%	Shares	Sole	2024-10-15
2024-06-30	$3,970,756	66,859	-3.8%	Shares	Sole	2024-07-17
2024-03-31	$4,028,625	69,507	+4.9%	Shares	Sole	2024-04-30
2023-12-31	$3,262,104	66,276	-8.4%	Shares	Sole	2024-02-13
2023-09-30	$2,954,872	72,317	+7.0%	Shares	Sole	2023-11-09
2023-06-30	$2,884,143	67,576	-0.8%	Shares	Sole	2023-08-17
2023-03-31	$2,546,250	68,118	-3.2%	Shares	Sole	2023-05-09
2022-12-31	$2,906,114	70,383	+17.5%	Shares	Sole	2023-01-30
2022-09-30	$2,410,103	59,923	-4.5%	Shares	Sole	2022-11-09
2022-06-30	$2,456,507	62,714	+2.8%	Shares	Sole	2022-07-28
2022-03-31	$2,955,720	60,993	-3.8%	Shares	Sole	2022-05-05
2021-12-31	$3,041,932	63,400	+8.3%	Shares	Sole	2022-01-25
2021-09-30	$2,718,094	58,567	+1.6%	Shares	Sole	2021-11-08
2021-06-30	$2,611,964	57,672	-7.5%	Shares	Sole	2021-08-09
2021-03-31	$2,435,662	62,341	-0.8%	Shares	Sole	2021-05-17
2020-12-31	$1,896,873	62,852	-0.1%	Shares	Sole	2021-03-31
2020-09-30	$1,479,272	62,921	+33.5%	Shares	Sole	2020-11-13
2020-06-30	$1,206,476	47,128	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.