BRANDYWINE OAK PRIVATE WEALTH LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1764694
Kennett Square, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$316,428
+$9,691 QoQ
Shares Held
3,829
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,156
of 2,858 holders
Holding Since
Mar 2022
8 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, 2026BRANDYWINE OAK PRIVATE WEALTH LLC holds $10,186,166 across 4 Banks - Diversified names. WFC ranks #3 (3.1% of the industry book) .
All Filings in WFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,428 | 3,829 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $306,737 | 3,853 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $359,099 | 3,853 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $322,958 | 3,853 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $308,702 | 3,853 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $785,167 | 10,937 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $407,636 | 9,551 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $596,784 | 12,315 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||