Venture Visionary Partners LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1792283 Sylvania, OH

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,470,605

+$308,159 QoQ

Shares Held

29,896

+10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#928

of 2,858 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Venture Visionary Partners LLC holds $104,671,245 across 9 Banks - Diversified names. WFC ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	256,731	$84,035,758
2	BAC	Bank Of America Corp /De/	236,425	$13,471,496
3	WFC	Wells Fargo & Company/Mn This page	29,896	$2,470,605
4	SAN	Banco Santander, S.A.	139,853	$1,929,971
5	C	Citigroup Inc	11,435	$1,600,442
6	TD	Toronto Dominion Bank	2,647	$321,425
7	BNY	Bank of New York Mellon Corp	2,141	$309,610
8	UBS	UBS Group AG	5,827	$288,786

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,470,605	29,896	+10.1%	Shares	Sole	2026-07-27
2026-03-31	$2,162,446	27,163	-6.6%	Shares	Sole	2026-05-14
2025-12-31	$2,709,696	29,074	-7.0%	Shares	Sole	2026-02-13
2025-09-30	$2,621,638	31,277	-7.6%	Shares	Sole	2025-10-06
2025-06-30	$2,712,542	33,856	-5.6%	Shares	Sole	2025-07-17
2025-03-31	$2,575,107	35,870	+56.9%	Shares	Sole	2025-05-14
2024-12-31	$1,606,248	22,868	-13.0%	Shares	Sole	2025-07-14
2024-09-30	$1,484,896	26,286	-36.2%	Shares	Sole	2024-10-21
2024-06-30	$2,446,392	41,192	+8.4%	Shares	Sole	2024-08-13
2024-03-31	$2,202,364	37,998	+6.5%	Shares	Sole	2024-05-13
2023-12-31	$1,756,711	35,691	+12.5%	Shares	Sole	2024-02-15
2023-09-30	$1,296,120	31,721	+14.7%	Shares	Sole	2023-10-13
2023-06-30	$1,180,315	27,655	+2.9%	Shares	Sole	2023-07-14
2023-03-31	$1,004,624	26,876	-17.0%	Shares	Sole	2023-04-13
2022-12-31	$1,337,713	32,398	+0.4%	Shares	Sole	2023-02-09
2022-09-30	$1,298,462	32,284	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,260,490	32,180	+2.8%	Shares	Sole	2022-07-26
2022-03-31	$1,516,894	31,302	+0.9%	Shares	Sole	2022-05-03
2021-12-31	$1,488,195	31,017	+5.7%	Shares	Sole	2022-02-08
2021-09-30	$1,361,576	29,338	+29.0%	Shares	Sole	2021-10-20
2021-06-30	$1,030,121	22,745	+104.7%	Shares	Sole	2021-08-05
2021-03-31	$434,028	11,109	-15.7%	Shares	Sole	2021-04-27
2020-12-31	$397,681	13,177	-41.7%	Shares	Sole	2021-01-27
2020-06-30	$578,457	22,596	+83.8%	Shares	Sole	2020-08-11
2020-03-31	$352,923	12,297	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.