Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$888,132
-$291,767 QoQ
Shares Held
10,747
-27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,438
of 2,853 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,132 | 10,747 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,179,899 | 14,821 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,455,411 | 15,616 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,330,642 | 15,875 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,055,180 | 13,170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,268,888 | 17,675 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,118,572 | 15,925 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $942,083 | 16,677 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,003,156 | 16,891 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,238,779 | 21,373 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $990,552 | 20,125 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $818,221 | 20,025 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,106,180 | 25,918 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,048,396 | 28,047 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $631,654 | 15,298 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $842,126 | 20,938 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,143,098 | 29,183 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,980,317 | 40,865 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,326,502 | 48,489 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,616,228 | 34,825 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,440,357 | 31,803 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,593,704 | 40,791 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||