BAKER TILLY WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1840565
MADISON, WI
Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$835,242
+$4,114 QoQ
Shares Held
10,107
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,473
of 2,853 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names. WFC ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
|
15,478 | $213,596 |
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,242 | 10,107 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $831,128 | 10,440 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $948,310 | 10,175 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $835,769 | 9,971 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $655,301 | 8,179 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $501,883 | 6,991 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $511,768 | 7,286 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $488,525 | 8,648 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $906,766 | 15,268 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,752,984 | 47,498 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,778,075 | 56,442 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,527,885 | 61,867 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,567,086 | 153,868 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,717,869 | 152,966 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,794,721 | 140,342 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,633,293 | 140,062 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,479,687 | 139,895 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,717,428 | 138,618 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,644,078 | 138,476 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,936,067 | 149,452 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,666,008 | 147,185 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,270,627 | 83,712 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $509,619 | 16,886 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||