Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$83,301
+$9,821 QoQ
Shares Held
1,008
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,627
of 2,853 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026High Note Wealth, LLC holds $9,797,257 across 13 Banks - Diversified names. WFC ranks #2 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,150 | $9,541,669 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
1,008 | $83,301 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,025 | $58,404 | |
| 4 | C |
Citigroup Inc
|
333 | $46,606 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
185 | $26,752 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
144 | $16,560 | |
| 7 | RY |
Royal Bank Of Canada
|
69 | $14,280 | |
| 8 | ING |
Ing Groep NV
|
287 | $9,006 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,301 | 1,008 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $73,480 | 923 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $95,157 | 1,021 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $92,034 | 1,098 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $87,250 | 1,089 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $78,179 | 1,089 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $47,763 | 680 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||