XML Financial, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1800465 BETHESDA, MD

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$721,034

-$4,690 QoQ

Shares Held

8,725

-4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,561

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

XML Financial, LLC holds $25,540,375 across 5 Banks - Diversified names. WFC ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	39,600	$12,962,268
2	BAC	Bank Of America Corp /De/	195,580	$11,144,148
3	WFC	Wells Fargo & Company/Mn This page	8,725	$721,034
4	C	Citigroup Inc	3,015	$421,979
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	11,610	$290,946

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$721,034	8,725	-4.3%	Shares	Sole	2026-07-24
2026-03-31	$725,724	9,116	+2.8%	Shares	Sole	2026-04-16
2025-12-31	$826,684	8,870	-30.2%	Shares	Sole	2026-02-11
2025-09-30	$1,064,597	12,701	-2.1%	Shares	Sole	2025-10-20
2025-06-30	$1,039,236	12,971	-20.7%	Shares	Sole	2025-07-17
2025-03-31	$1,174,412	16,359	+0.8%	Shares	Sole	2025-04-22
2024-12-31	$1,139,995	16,230	-13.1%	Shares	Sole	2025-01-17
2024-09-30	$1,054,894	18,674	-7.9%	Shares	Sole	2024-11-01
2024-06-30	$1,204,072	20,274	+0.4%	Shares	Sole	2024-07-22
2024-03-31	$1,170,154	20,189	-0.5%	Shares	Sole	2024-05-15
2023-12-31	$998,575	20,288	+6.3%	Shares	Sole	2024-02-14
2023-09-30	$779,527	19,078	+6.5%	Shares	Sole	2023-11-06
2023-06-30	$764,825	17,920	+1.5%	Shares	Sole	2023-08-07
2023-03-31	$659,644	17,647	-7.6%	Shares	Sole	2023-05-15
2022-12-31	$788,184	19,089	+9.1%	Shares	Sole	2023-02-10
2022-09-30	$703,488	17,491	+5.4%	Shares	Sole	2022-11-04
2022-06-30	$649,869	16,591	-3.6%	Shares	Sole	2022-08-01
2022-03-31	$834,432	17,219	+0.4%	Shares	Sole	2022-05-02
2021-12-31	$822,809	17,149	+2.9%	Shares	Sole	2022-02-01
2021-09-30	$773,144	16,659	-0.2%	Shares	Sole	2021-11-01
2021-06-30	$755,708	16,686	-0.2%	Shares	Sole	2021-08-10
2021-03-31	$653,055	16,715	-6.6%	Shares	Sole	2021-05-14
2020-12-31	$540,010	17,893	+1.5%	Shares	Sole	2021-02-08
2020-09-30	$414,504	17,631	-28.3%	Shares	Sole	2020-11-13
2020-06-30	$629,734	24,599	+71.4%	Shares	Sole	2020-07-31
2020-03-31	$411,988	14,355	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.