Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$444,685
+$51,651 QoQ
Shares Held
5,381
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,883
of 2,853 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ignite Planners, LLC holds $8,587,884 across 7 Banks - Diversified names. WFC ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,082 | $3,627,471 | |
| 2 | BAC |
Bank Of America Corp /De/
|
27,235 | $1,551,850 | |
| 3 | C |
Citigroup Inc
|
6,323 | $884,967 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,838 | $854,874 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,790 | $740,751 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,342 | $483,286 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
5,381 | $444,685 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,685 | 5,381 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $393,034 | 4,937 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $463,949 | 4,978 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $368,724 | 4,399 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $349,803 | 4,366 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $315,517 | 4,395 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $251,388 | 3,579 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||