JEPPSON WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1831263
MANHATTAN BEACH, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,680,980
+$49,772 QoQ
Shares Held
20,341
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,077
of 2,858 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. WFC ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,527 | $4,100,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
47,015 | $2,678,914 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
20,341 | $1,680,980 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,155 | $1,179,294 | |
| 5 | C |
Citigroup Inc
|
5,976 | $836,400 | |
| 6 | ING |
Ing Groep NV
|
21,675 | $680,161 | |
| 7 | TD |
Toronto Dominion Bank
|
2,349 | $285,239 |
All Filings in WFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,980 | 20,341 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,631,208 | 20,490 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,264,760 | 24,300 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,080,412 | 24,820 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,995,789 | 24,910 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,793,314 | 24,980 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,792,173 | 25,515 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,476,648 | 26,140 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,582,268 | 26,642 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,583,293 | 27,317 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,364,230 | 27,717 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,146,695 | 28,064 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,163,627 | 27,264 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,012,736 | 27,093 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,138,489 | 27,573 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,043,025 | 25,933 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,027,076 | 26,221 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,165,996 | 24,061 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,151,567 | 24,001 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,122,008 | 24,176 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,094,251 | 24,161 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $930,491 | 23,816 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $718,766 | 23,816 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $470,270 | 20,003 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||