Prestige Wealth Management Group LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1772715
FLEMINGTON, NJ
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$153,049
+$5,612 QoQ
Shares Held
1,852
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,550
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $9,847,395 across 7 Banks - Diversified names. WFC ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,005 | $5,566,246 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,219 | $3,203,357 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,194 | $606,493 | |
| 4 | C |
Citigroup Inc
|
2,054 | $287,477 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
1,852 | $153,049 | |
| 6 | TD |
Toronto Dominion Bank
|
244 | $29,628 | |
| 7 | SAN |
Banco Santander, S.A.
|
83 | $1,145 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,049 | 1,852 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $147,437 | 1,852 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $154,991 | 1,663 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $134,446 | 1,604 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $128,512 | 1,604 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $115,150 | 1,604 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $112,664 | 1,604 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $90,609 | 1,604 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $632,740 | 10,654 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $92,967 | 1,604 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $622,386 | 12,645 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $465,231 | 11,386 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $75,244 | 1,763 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $94,383 | 2,525 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $109,624 | 2,655 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $101,715 | 2,529 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $98,159 | 2,506 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $155,991 | 3,219 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $153,823 | 3,206 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $135,841 | 2,927 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $291,440 | 6,435 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $162,023 | 4,147 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $81,667 | 2,706 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $60,279 | 2,564 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $114,406 | 4,469 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $83,459 | 2,908 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||