Platform Technology Partners

Position in WFC — Wells Fargo & Company/Mn

CIK 1830817 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$986,969

-$51,543 QoQ

Shares Held

11,943

-8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,354

of 2,858 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Platform Technology Partners holds $13,054,516 across 5 Banks - Diversified names. WFC ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,506	$9,985,528
2	BAC	Bank Of America Corp /De/	21,820	$1,243,303
3	WFC	Wells Fargo & Company/Mn This page	11,943	$986,969
4	C	Citigroup Inc	3,923	$549,063
5	BNY	Bank of New York Mellon Corp	2,003	$289,653

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$986,969	11,943	-8.4%	Shares	Sole	2026-07-24
2026-03-31	$1,038,512	13,045	+12.5%	Shares	Sole	2026-04-27
2025-12-31	$1,080,747	11,596	-11.5%	Shares	Sole	2026-02-13
2025-09-30	$1,097,874	13,098	+32.8%	Shares	Sole	2025-10-29
2025-06-30	$790,143	9,862	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$711,008	9,904	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$694,392	9,886	-13.3%	Shares	Sole	2025-01-28
2024-09-30	$643,816	11,397	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$676,749	11,395	+6.5%	Shares	Sole	2024-07-30
2023-12-31	$526,604	10,699	-0.3%	Shares	Sole	2024-02-13
2023-09-30	$438,386	10,729	-5.1%	Shares	Sole	2023-11-08
2023-06-30	$482,369	11,302	-2.7%	Shares	Sole	2023-07-12
2023-03-31	$433,981	11,610	+8.9%	Shares	Sole	2023-04-04
2022-12-31	$440,316	10,664	-2.7%	Shares	Sole	2023-01-11
2022-09-30	$440,972	10,964	+6.8%	Shares	Sole	2022-10-24
2022-06-30	$402,040	10,264	+3.7%	Shares	Sole	2022-08-04
2022-03-31	$479,657	9,898	-1.1%	Shares	Sole	2022-05-03
2021-12-31	$480,279	10,010	-0.7%	Shares	Sole	2022-02-01
2021-09-30	$468,044	10,085	-2.6%	Shares	Sole	2021-11-04
2021-06-30	$468,977	10,355	+8.1%	Shares	Sole	2021-08-05
2020-12-31	$289,124	9,580	-14.1%	Shares	Sole	2021-02-09
2020-09-30	$262,183	11,152	-13.8%	Shares	Sole	2020-11-30
2020-06-30	$331,264	12,940	+4.6%	Shares	Sole	2020-11-30
2020-03-31	$354,990	12,369	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.