Secure Asset Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1800692 Troy, MI

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$674,342

-$58,786 QoQ

Shares Held

8,160

-11.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,605

of 2,859 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $6,402,927 across 5 Banks - Diversified names. WFC ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	59,880	$3,411,962
2	JPM	Jpmorgan Chase & Co	3,831	$1,254,001
3	BNY	Bank of New York Mellon Corp	5,157	$745,753
4	WFC	Wells Fargo & Company/Mn This page	8,160	$674,342
5	C	Citigroup Inc	2,264	$316,869

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$674,342	8,160	-11.4%	Shares	Sole	2026-07-15
2026-03-31	$733,128	9,209	+14.4%	Shares	Sole	2026-04-09
2025-12-31	$750,539	8,053	+8.8%	Shares	Sole	2026-01-20
2025-09-30	$620,268	7,400	+8.3%	Shares	Sole	2025-10-09
2025-06-30	$547,459	6,833	+10.8%	Shares	Sole	2025-07-10
2025-03-31	$442,657	6,166	+21.7%	Shares	Sole	2025-04-10
2024-12-31	$355,906	5,067	+11.7%	Shares	Sole	2025-01-17
2024-09-30	$256,295	4,537	—	Shares	Sole	2024-10-16
No filing history on record for this holder in this stock.