MinichMacGregor Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1744318
Saratoga Springs, NY
Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$265,439
-$6,190 QoQ
Shares Held
3,212
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,295
of 2,859 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MinichMacGregor Wealth Management, LLC holds $3,123,347 across 5 Banks - Diversified names. WFC ranks #5 (8.5% of the industry book) .
All Filings in WFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,439 | 3,212 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $271,629 | 3,412 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $592,565 | 6,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $407,029 | 4,856 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $388,181 | 4,845 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $347,822 | 4,845 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $340,312 | 4,845 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $235,450 | 4,168 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $247,537 | 4,168 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $241,577 | 4,168 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $205,148 | 4,168 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $173,996 | 4,214 | Shares | Sole | 2023-01-09 | |
| 2022-03-31 | $204,840 | 4,227 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||