Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,448
+$4,264 QoQ
Shares Held
1,276
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,596
of 2,853 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $711,774 across 7 Banks - Diversified names. WFC ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,605 | $525,364 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
1,276 | $105,448 | |
| 3 | BAC |
Bank Of America Corp /De/
|
732 | $41,709 | |
| 4 | BNS |
Bank Of Nova Scotia
|
198 | $17,194 | |
| 5 | RY |
Royal Bank Of Canada
|
82 | $16,971 | |
| 6 | TD |
Toronto Dominion Bank
|
39 | $4,735 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2 | $353 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,448 | 1,276 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $101,184 | 1,271 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $117,898 | 1,265 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $105,613 | 1,260 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $100,470 | 1,254 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||