Golden State Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1776033 SANTA ANA, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$377,251

+$22,669 QoQ

Shares Held

4,565

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,998

of 2,858 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $6,589,584 across 12 Banks - Diversified names. WFC ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,508	$4,421,573
2	BAC	Bank Of America Corp /De/	19,621	$1,118,004
3	WFC	Wells Fargo & Company/Mn This page	4,565	$377,251
4	C	Citigroup Inc	2,162	$302,593
5	UBS	UBS Group AG	3,212	$159,186
6	MUFG	Mitsubishi Ufj Financial Group Inc	7,316	$145,515
7	ING	Ing Groep NV	633	$19,863
8	BCS	Barclays PLC	736	$19,768

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,251	4,565	+2.5%	Shares	Sole	2026-07-22
2026-03-31	$354,582	4,454	-6.2%	Shares	Sole	2026-04-28
2025-12-31	$442,327	4,746	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$410,718	4,900	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$400,199	4,995	-1.6%	Shares	Sole	2025-08-06
2025-03-31	$364,334	5,075	-1.9%	Shares	Sole	2025-04-24
2024-12-31	$363,281	5,172	-47.5%	Shares	Sole	2025-01-28
2021-12-31	$473,082	9,860	+70.6%	Shares	Sole	2022-02-14
2021-09-30	$268,296	5,781	+19.9%	Shares	Sole	2021-11-15
2021-06-30	$218,297	4,820	-45.5%	Shares	Sole	2021-08-12
2020-09-30	$207,875	8,842	-3.8%	Shares	Sole	2020-11-12
2020-06-30	$235,366	9,194	+224.6%	Shares	Sole	2020-08-13
2020-03-31	$81,278	2,832	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.