Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$668,888
+$179,685 QoQ
Shares Held
8,094
+31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,613
of 2,858 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Rothschild Wealth LLC holds $15,026,972 across 6 Banks - Diversified names. WFC ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,442 | $10,619,239 | |
| 2 | C |
Citigroup Inc
|
15,710 | $2,198,771 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,989 | $740,113 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
8,094 | $668,888 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,740 | $540,841 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,725 | $259,120 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,888 | 8,094 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $489,203 | 6,145 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $575,137 | 6,171 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $404,599 | 4,827 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $401,881 | 5,016 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $343,586 | 4,786 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $305,684 | 4,352 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $200,652 | 3,552 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||