Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,057,874
+$294,653 QoQ
Shares Held
12,801
+33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,321
of 2,859 holders
Holding Since
Mar 2021
22 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, 20261900 WEALTH MANAGEMENT LLC holds $6,055,752 across 6 Banks - Diversified names. WFC ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,355 | $2,734,842 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
12,801 | $1,057,874 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,416 | $783,207 | |
| 4 | BNS |
Bank Of Nova Scotia
|
8,903 | $773,136 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,777 | $500,113 | |
| 6 | C |
Citigroup Inc
|
1,476 | $206,580 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,057,874 | 12,801 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $763,221 | 9,587 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $921,934 | 9,892 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $806,432 | 9,621 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $728,210 | 9,089 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $630,459 | 8,782 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $616,847 | 8,782 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $496,095 | 8,782 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,562 | 8,782 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $520,538 | 8,981 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $503,126 | 10,222 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $366,963 | 8,981 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $383,309 | 8,981 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $335,522 | 8,976 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $370,619 | 8,976 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $360,934 | 8,974 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $351,472 | 8,973 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $425,430 | 8,779 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $420,832 | 8,771 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $453,193 | 9,765 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $441,939 | 9,758 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $395,700 | 10,128 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||