Thrive Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1847610 AUDUBON, PA

Position in WFC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$816,813

-$22,594 QoQ

Shares Held

9,884

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,488

of 2,858 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,294,107 across 5 Banks - Diversified names. WFC ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,467	$2,444,173
2	C	Citigroup Inc	7,474	$1,046,061
3	WFC	Wells Fargo & Company/Mn This page	9,884	$816,813
4	BAC	Bank Of America Corp /De/	11,737	$668,774
5	BNY	Bank of New York Mellon Corp	2,201	$318,286

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$816,813	9,884	-6.3%	Shares	Sole	2026-07-07
2026-03-31	$839,407	10,544	-10.4%	Shares	Sole	2026-04-09
2025-12-31	$1,097,150	11,772	-0.6%	Shares	Sole	2026-01-12
2025-09-30	$992,680	11,843	-5.1%	Shares	Sole	2025-10-07
2025-06-30	$1,000,137	12,483	+18.5%	Shares	Sole	2025-07-09
2025-03-31	$756,164	10,533	+41.3%	Shares	Sole	2025-04-10
2024-12-31	$523,498	7,453	-0.3%	Shares	Sole	2025-01-16
2024-09-30	$422,206	7,474	-0.3%	Shares	Sole	2024-10-04
2024-06-30	$445,365	7,499	-1.6%	Shares	Sole	2024-07-12
2024-03-31	$441,539	7,618	+10.7%	Shares	Sole	2024-04-16
2023-12-31	$338,682	6,881	+25.2%	Shares	Sole	2024-01-10
2023-09-30	$224,525	5,495	-4.2%	Shares	Sole	2023-10-13
2023-06-30	$244,769	5,735	+2.5%	Shares	Sole	2023-07-12
2023-03-31	$209,141	5,595	—	Shares	Sole	2023-04-07
No filing history on record for this holder in this stock.