Robertson Stephens Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1767307 San Francisco, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,350,142

+$69,972 QoQ

Shares Held

40,539

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#806

of 2,858 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $43,215,091 across 5 Banks - Diversified names. WFC ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	75,156	$24,600,813
2	BAC	Bank Of America Corp /De/	225,797	$12,865,913
3	WFC	Wells Fargo & Company/Mn This page	40,539	$3,350,142
4	C	Citigroup Inc	14,956	$2,093,241
5	BNY	Bank of New York Mellon Corp	2,109	$304,982

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,350,142	40,539	-1.6%	Shares	Sole	2026-07-29
2026-03-31	$3,280,170	41,203	-4.3%	Shares	Sole	2026-04-28
2025-12-31	$4,014,310	43,072	+0.6%	Shares	Sole	2026-02-02
2025-09-30	$3,590,513	42,836	-3.4%	Shares	Sole	2025-11-12
2025-06-30	$3,553,642	44,354	-10.2%	Shares	Sole	2025-07-24
2025-03-31	$3,545,923	49,393	-4.7%	Shares	Sole	2025-04-17
2024-12-31	$3,638,783	51,805	-5.5%	Shares	Sole	2025-01-27
2024-09-30	$3,097,064	54,825	-5.9%	Shares	Sole	2024-11-12
2024-06-30	$3,461,724	58,288	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$3,321,108	57,300	+16.8%	Shares	Sole	2024-05-15
2023-12-31	$2,414,733	49,060	+2.8%	Shares	Sole	2024-02-06
2023-09-30	$1,949,308	47,707	-3.7%	Shares	Sole	2023-11-13
2023-06-30	$2,113,556	49,521	+0.5%	Shares	Sole	2023-08-11
2023-03-31	$1,841,002	49,251	+10.2%	Shares	Sole	2023-05-11
2022-12-31	$1,845,332	44,692	-2.1%	Shares	Sole	2023-02-14
2022-09-30	$1,836,284	45,656	-27.1%	Shares	Sole	2022-11-14
2022-06-30	$2,452,433	62,610	+3.8%	Shares	Sole	2022-08-12
2022-03-31	$2,921,992	60,297	+94.5%	Shares	Sole	2022-05-16
2021-12-31	$1,487,763	31,008	+46.1%	Shares	Sole	2022-02-14
2020-12-31	$640,479	21,222	0.0%	Shares	Sole	2021-02-10
2020-09-30	$498,929	21,222	+102.3%	Shares	Sole	2020-11-10
2020-03-31	$301,063	10,490	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.