Tradition Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1843010 EDINA, MN

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,727,037

+$67,188 QoQ

Shares Held

32,999

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#879

of 2,858 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $9,810,931 across 5 Banks - Diversified names. WFC ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,691	$5,136,135
2	WFC	Wells Fargo & Company/Mn This page	32,999	$2,727,037
3	BMO	Bank Of Montreal /Can/	5,031	$888,977
4	BAC	Bank Of America Corp /De/	12,323	$702,164
5	C	Citigroup Inc	2,548	$356,618

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,727,037	32,999	-1.2%	Shares	Sole	2026-08-11
2026-03-31	$2,659,849	33,411	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$3,162,369	33,931	+0.4%	Shares	Sole	2026-02-11
2025-09-30	$2,833,451	33,804	+14.2%	Shares	Sole	2025-11-13
2025-06-30	$2,372,433	29,611	-2.7%	Shares	Sole	2025-08-12
2025-03-31	$2,183,851	30,420	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$2,126,656	30,277	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$1,720,289	30,453	-3.0%	Shares	Sole	2024-11-14
2024-06-30	$1,864,489	31,394	+8.9%	Shares	Sole	2024-08-12
2024-03-31	$1,670,233	28,817	-0.4%	Shares	Sole	2024-05-13
2023-12-31	$1,423,885	28,929	-6.7%	Shares	Sole	2024-02-12
2023-09-30	$1,266,333	30,992	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$1,325,640	31,060	-3.4%	Shares	Sole	2023-08-14
2023-03-31	$1,202,066	32,158	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$1,315,705	31,865	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$1,280,242	31,831	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$1,264,485	32,282	-5.6%	Shares	Sole	2022-08-02
2022-03-31	$1,656,508	34,183	+8.3%	Shares	Sole	2022-05-11
2021-12-31	$1,514,056	31,556	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$1,473,563	31,751	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$1,432,794	31,636	+0.0%	Shares	Sole	2021-08-09
2021-03-31	$1,235,745	31,629	+60.6%	Shares	Sole	2021-05-14
2020-12-31	$594,364	19,694	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.