44 WEALTH MANAGEMENT LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1831187 EUGENE, OR

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,783,232

-$315,189 QoQ

Shares Held

33,679

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#872

of 2,858 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $12,459,070 across 4 Banks - Diversified names. WFC ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,522	$5,080,816
2	C	Citigroup Inc	26,940	$3,770,522
3	WFC	Wells Fargo & Company/Mn This page	33,679	$2,783,232
4	BAC	Bank Of America Corp /De/	14,470	$824,500

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,783,232	33,679	-13.5%	Shares	Sole	2026-08-14
2026-03-31	$3,098,421	38,920	-7.1%	Shares	Sole	2026-05-15
2025-12-31	$3,903,588	41,884	-7.2%	Shares	Sole	2026-02-09
2025-09-30	$3,781,120	45,110	-10.6%	Shares	Sole	2025-11-14
2025-06-30	$4,043,255	50,465	-0.4%	Shares	Sole	2025-08-15
2025-03-31	$3,637,814	50,673	+0.3%	Shares	Sole	2025-04-29
2024-12-31	$3,547,962	50,512	-7.5%	Shares	Sole	2025-02-03
2024-09-30	$3,085,540	54,621	+59.2%	Shares	Sole	2024-10-25
2023-06-30	$1,464,265	34,308	+5.1%	Shares	Sole	2023-07-18
2023-03-31	$1,220,120	32,641	+3.5%	Shares	Sole	2023-04-20
2022-12-31	$1,302,575	31,547	-10.0%	Shares	Sole	2023-01-20
2022-09-30	$1,409,469	35,044	-0.4%	Shares	Sole	2022-10-12
2022-06-30	$1,378,353	35,189	+0.7%	Shares	Sole	2022-07-22
2022-03-31	$1,692,853	34,933	-10.5%	Shares	Sole	2022-04-18
2021-12-31	$1,873,235	39,042	-3.7%	Shares	Sole	2022-01-13
2021-09-30	$1,881,414	40,539	-0.5%	Shares	Sole	2021-10-20
2021-06-30	$1,845,431	40,747	+12.7%	Shares	Sole	2021-07-19
2021-03-31	$1,412,771	36,160	+13.9%	Shares	Sole	2021-05-18
2020-12-31	$957,852	31,738	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.