Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,249,516
-$13,973 QoQ
Shares Held
15,120
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,217
of 2,853 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names. WFC ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,631 | $21,155,665 | |
| 2 | BAC |
Bank Of America Corp /De/
|
95,913 | $5,465,121 | |
| 3 | C |
Citigroup Inc
|
12,279 | $1,718,568 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
11,750 | $1,699,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
15,120 | $1,249,516 | |
| 6 | RY |
Royal Bank Of Canada
|
2,051 | $424,495 | |
| 7 | TD |
Toronto Dominion Bank
|
3,156 | $383,233 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,516 | 15,120 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,263,489 | 15,871 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,139,556 | 12,227 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,020,843 | 12,179 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,037,714 | 12,952 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $988,907 | 13,775 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $852,713 | 12,140 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,254,981 | 22,216 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $733,407 | 12,349 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $717,718 | 12,383 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $995,523 | 20,226 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $841,225 | 20,588 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $917,321 | 21,493 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $770,028 | 20,600 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $572,361 | 13,862 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,339,285 | 33,299 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,146,114 | 29,260 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,708,941 | 35,265 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $817,147 | 17,031 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $767,348 | 16,943 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $693,609 | 17,753 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $527,636 | 17,483 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $475,771 | 20,237 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $490,726 | 19,169 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $550,179 | 19,170 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||