Madison Wealth Partners, Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 1844424 MADISON, WI

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$411,216

+$59,977 QoQ

Shares Held

4,976

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,943

of 2,859 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Madison Wealth Partners, Inc holds $4,386,490 across 4 Banks - Diversified names. WFC ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,929	$1,940,739
2	BAC	Bank Of America Corp /De/	25,962	$1,479,314
3	C	Citigroup Inc	3,967	$555,221
4	WFC	Wells Fargo & Company/Mn This page	4,976	$411,216

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,216	4,976	+12.8%	Shares	Sole	2026-08-12
2026-03-31	$351,239	4,412	+7.5%	Shares	Sole	2026-04-30
2025-12-31	$382,399	4,103	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.