Falcon Wealth Planning

Position in WFC — Wells Fargo & Company/Mn

CIK 1839850 Ontario, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$212,467

-$8,696 QoQ

Shares Held

2,571

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,473

of 2,859 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Falcon Wealth Planning holds $11,217,060 across 5 Banks - Diversified names. WFC ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	28,805	$4,165,491
2	JPM	Jpmorgan Chase & Co	12,006	$3,929,923
3	BAC	Bank Of America Corp /De/	44,208	$2,518,971
4	C	Citigroup Inc	2,788	$390,208
5	WFC	Wells Fargo & Company/Mn This page	2,571	$212,467

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,467	2,571	+8.3%	Shares	Sole	2026-07-13
2025-12-31	$221,163	2,373	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.