Royal Fund Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1810099 Lady Lake, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$824,003

-$278,436 QoQ

Shares Held

9,971

-28.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,482

of 2,859 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Royal Fund Management, LLC holds $19,638,735 across 4 Banks - Diversified names. WFC ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	51,847	$16,971,078
2	C	Citigroup Inc	10,156	$1,421,433
3	WFC	Wells Fargo & Company/Mn This page	9,971	$824,003
4	BAC	Bank Of America Corp /De/	7,410	$422,221

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$824,003	9,971	-28.0%	Shares	Sole	2026-07-20
2026-03-31	$1,102,439	13,848	-50.6%	Shares	Sole	2026-05-19
2025-12-31	$2,612,954	28,036	-11.4%	Shares	Sole	2026-01-15
2025-06-30	$2,534,516	31,634	-0.8%	Shares	Sole	2025-08-13
2025-03-31	$2,288,952	31,884	-49.9%	Shares	Sole	2025-05-14
2024-12-31	$4,469,792	63,636	+232.1%	Shares	Sole	2025-01-16
2024-09-30	$1,082,574	19,164	+108.2%	Shares	Sole	2024-10-08
2024-06-30	$546,744	9,206	-0.1%	Shares	Sole	2024-07-18
2024-03-31	$534,159	9,216	+0.4%	Shares	Sole	2024-04-11
2023-12-31	$451,593	9,175	+0.6%	Shares	Sole	2024-02-06
2023-09-30	$372,806	9,124	-0.4%	Shares	Sole	2023-10-17
2023-06-30	$390,820	9,157	+1.5%	Shares	Sole	2023-07-12
2023-03-31	$337,167	9,020	+0.5%	Shares	Sole	2023-04-10
2022-12-31	$370,701	8,978	+0.5%	Shares	Sole	2023-01-20
2022-09-30	$359,405	8,936	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$348,299	8,892	+0.1%	Shares	Sole	2022-07-28
2022-03-31	$430,567	8,885	+0.4%	Shares	Sole	2022-05-13
2021-12-31	$424,814	8,854	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$409,707	8,828	+0.3%	Shares	Sole	2021-10-20
2021-06-30	$398,552	8,800	+1.9%	Shares	Sole	2021-07-26
2021-03-31	$337,447	8,637	-1.9%	Shares	Sole	2021-04-29
2020-12-31	$265,734	8,805	-1.8%	Shares	Sole	2021-02-02
2020-09-30	$210,696	8,962	-2.2%	Shares	Sole	2020-10-13
2020-06-30	$234,521	9,161	+6.7%	Shares	Sole	2020-08-06
2020-03-31	$246,504	8,589	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.