Bradley & Co. Private Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1861678
MIAMI, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$43,055
+$1,579 QoQ
Shares Held
521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,711
of 2,858 holders
Holding Since
Mar 2021
21 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, 2026Bradley & Co. Private Wealth Management, LLC holds $13,444,313 across 4 Banks - Diversified names. WFC ranks #3 (0.3% of the industry book) .
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,055 | 521 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $41,476 | 521 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $48,557 | 521 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $43,670 | 521 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,742 | 521 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $37,402 | 521 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $37,508 | 534 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $31,714 | 534 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $30,950 | 534 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $26,283 | 534 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $21,819 | 534 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $22,791 | 534 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $19,960 | 534 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $22,048 | 534 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,477 | 534 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $20,916 | 534 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $25,877 | 534 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $25,621 | 534 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $24,782 | 534 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $24,184 | 534 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $20,863 | 534 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||