Strategic Blueprint, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1767821 ATLANTA, GA

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$911,519

+$101,727 QoQ

Shares Held

11,030

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,412

of 2,858 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Blueprint, LLC holds $25,405,528 across 6 Banks - Diversified names. WFC ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,519	$8,353,134
2	C	Citigroup Inc	55,570	$7,777,577
3	BAC	Bank Of America Corp /De/	116,690	$6,648,996
4	RY	Royal Bank Of Canada	5,036	$1,042,300
5	WFC	Wells Fargo & Company/Mn This page	11,030	$911,519
6	BNY	Bank of New York Mellon Corp	4,647	$672,002

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$911,519	11,030	+8.4%	Shares	Sole	2026-07-23
2026-03-31	$809,792	10,172	+6.6%	Shares	Sole	2026-04-29
2025-12-31	$888,941	9,538	+2.6%	Shares	Sole	2026-01-30
2025-09-30	$779,274	9,297	+6.3%	Shares	Sole	2025-10-23
2025-06-30	$700,969	8,749	+55.5%	Shares	Sole	2025-07-30
2025-03-31	$404,034	5,628	+3.0%	Shares	Sole	2025-04-29
2024-12-31	$383,931	5,466	+12.7%	Shares	Sole	2025-01-23
2024-09-30	$273,863	4,848	-2.0%	Shares	Sole	2024-10-25
2024-06-30	$293,802	4,947	-16.1%	Shares	Sole	2024-07-26
2024-03-31	$341,558	5,893	+5.2%	Shares	Sole	2024-04-23
2023-12-31	$275,730	5,602	+8.3%	Shares	Sole	2024-01-25
2023-09-30	$211,368	5,173	-4.7%	Shares	Sole	2023-10-18
2023-06-30	$231,581	5,426	+206.2%	Shares	Sole	2023-10-18
2021-06-30	$80,253	1,772	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.