Delta Investment Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1757043 SAN FRANCISCO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$590,380

+$21,726 QoQ

Shares Held

7,144

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,690

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,452,799 across 4 Banks - Diversified names. WFC ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,049	$1,980,019
2	BAC	Bank Of America Corp /De/	10,436	$594,643
3	WFC	Wells Fargo & Company/Mn This page	7,144	$590,380
4	C	Citigroup Inc	2,056	$287,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,380	7,144	+0.0%	Shares	Sole	2026-08-13
2026-03-31	$568,654	7,143	0.0%	Shares	Sole	2026-05-13
2025-12-31	$665,727	7,143	+0.9%	Shares	Sole	2026-01-30
2025-09-30	$593,194	7,077	-0.2%	Shares	Sole	2025-10-20
2025-06-30	$568,211	7,092	+0.2%	Shares	Sole	2025-08-01
2025-03-31	$507,986	7,076	-3.3%	Shares	Sole	2025-05-14
2024-12-31	$514,156	7,320	0.0%	Shares	Sole	2025-02-18
2024-09-30	$413,506	7,320	0.0%	Shares	Sole	2024-11-15
2024-06-30	$434,734	7,320	0.0%	Shares	Sole	2024-08-14
2024-03-31	$424,267	7,320	0.0%	Shares	Sole	2024-05-09
2023-12-31	$360,290	7,320	+5.5%	Shares	Sole	2024-02-02
2023-09-30	$283,404	6,936	0.0%	Shares	Sole	2023-11-14
2023-06-30	$296,028	6,936	-5.9%	Shares	Sole	2023-08-04
2023-03-31	$275,640	7,374	-17.3%	Shares	Sole	2023-05-08
2022-12-31	$368,224	8,918	+20.9%	Shares	Sole	2023-01-20
2022-09-30	$296,582	7,374	+3.7%	Shares	Sole	2022-10-21
2022-06-30	$278,655	7,114	0.0%	Shares	Sole	2022-07-20
2022-03-31	$344,744	7,114	-21.9%	Shares	Sole	2022-05-11
2021-12-31	$437,289	9,114	-29.7%	Shares	Sole	2022-02-07
2021-09-30	$601,659	12,964	-9.1%	Shares	Sole	2021-11-12
2021-06-30	$646,197	14,268	-2.4%	Shares	Sole	2021-08-06
2021-03-31	$570,929	14,613	-12.0%	Shares	Sole	2021-05-14
2020-12-31	$501,380	16,613	-7.9%	Shares	Sole	2021-02-04
2020-09-30	$423,861	18,029	-14.6%	Shares	Sole	2020-11-12
2020-06-30	$540,492	21,113	-16.2%	Shares	Sole	2020-08-05
2020-03-31	$723,412	25,206	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.