Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$599,718
+$34,965 QoQ
Shares Held
7,257
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,682
of 2,858 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, 2026Red Door Wealth Management, LLC holds $30,510,123 across 6 Banks - Diversified names. WFC ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,114 | $27,533,035 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
7,165 | $1,036,130 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,356 | $704,044 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
7,257 | $599,718 | |
| 5 | C |
Citigroup Inc
|
2,407 | $336,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,451 | $300,313 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,718 | 7,257 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $564,753 | 7,094 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $592,006 | 6,352 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $533,262 | 6,362 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $579,748 | 7,236 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $503,965 | 7,020 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $379,085 | 5,397 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $343,967 | 6,089 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $329,555 | 5,549 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $384,564 | 6,635 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $365,950 | 7,435 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $305,387 | 7,474 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $332,007 | 7,779 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $280,200 | 7,496 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $329,700 | 7,985 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $332,297 | 8,262 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $305,486 | 7,799 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $329,528 | 6,800 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $468,716 | 9,769 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $630,015 | 13,575 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $548,461 | 12,110 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $241,452 | 6,180 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $210,656 | 6,980 | Shares | Sole | 2021-01-12 | |
| 2020-06-30 | $161,868 | 6,323 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $530,490 | 18,484 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||