Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$432,207
+$15,847 QoQ
Shares Held
5,230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,900
of 2,859 holders
Holding Since
Dec 2025
3 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, 2026Urban Wealth Management, LLC holds $2,757,497 across 4 Banks - Diversified names. WFC ranks #4 (15.7% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,207 | 5,230 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $416,360 | 5,230 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $529,189 | 5,678 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||