Braun-Bostich & Associates Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1740842
CANONSBURG, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$238,664
+$1,188 QoQ
Shares Held
2,888
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,380
of 2,859 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Braun-Bostich & Associates Inc. holds $3,170,856 across 10 Banks - Diversified names. WFC ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,581 | $844,838 | |
| 2 | TD |
Toronto Dominion Bank
|
2,791 | $338,911 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,023 | $292,546 | |
| 4 | RY |
Royal Bank Of Canada
|
1,407 | $291,206 | |
| 5 | BAC |
Bank Of America Corp /De/
|
4,704 | $268,033 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,528 | $240,387 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
2,888 | $238,664 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,308 | $231,123 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,664 | 2,888 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $237,476 | 2,983 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $250,428 | 2,687 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $257,578 | 3,073 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $239,238 | 2,986 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $246,885 | 3,439 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $245,699 | 3,498 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||