Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,369,179
+$27,114 QoQ
Shares Held
16,568
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,183
of 2,859 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $15,496,582 across 6 Banks - Diversified names. WFC ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,997 | $10,146,248 | |
| 2 | C |
Citigroup Inc
|
14,187 | $1,985,612 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,072 | $1,941,422 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
16,568 | $1,369,179 | |
| 5 | RY |
Royal Bank Of Canada
|
207 | $42,842 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
78 | $11,279 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,179 | 16,568 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,342,065 | 16,858 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,486,260 | 15,947 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,334,414 | 15,920 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,117,273 | 13,945 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $920,276 | 12,819 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $535,158 | 7,619 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $474,798 | 8,405 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $425,529 | 7,165 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $566,501 | 9,774 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $638,186 | 12,966 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $680,768 | 16,661 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $584,246 | 13,689 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $266,631 | 7,133 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $262,274 | 6,352 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $262,998 | 6,539 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $234,393 | 5,984 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $306,897 | 6,333 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $304,816 | 6,353 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $239,150 | 5,153 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $318,886 | 7,041 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $339,830 | 8,698 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $323,861 | 10,731 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||