Prentice Wealth Management LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1864229 Rochester, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$765,163

+$25,348 QoQ

Shares Held

9,259

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,531

of 2,858 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prentice Wealth Management LLC holds $5,214,953 across 4 Banks - Diversified names. WFC ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,298	$3,043,514
2	BAC	Bank Of America Corp /De/	18,198	$1,036,922
3	WFC	Wells Fargo & Company/Mn This page	9,259	$765,163
4	C	Citigroup Inc	2,639	$369,354

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765,163	9,259	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$739,815	9,293	-0.9%	Shares	Sole	2026-04-17
2025-12-31	$873,750	9,375	+6.2%	Shares	Sole	2026-01-30
2025-09-30	$739,627	8,824	-2.4%	Shares	Sole	2025-10-09
2025-06-30	$724,445	9,042	-5.7%	Shares	Sole	2025-07-31
2025-03-31	$688,250	9,587	+1.7%	Shares	Sole	2025-04-17
2024-12-31	$662,082	9,426	+4.7%	Shares	Sole	2025-02-03
2024-09-30	$508,635	9,004	-4.5%	Shares	Sole	2024-10-07
2024-06-30	$559,810	9,426	+2.0%	Shares	Sole	2024-07-11
2024-03-31	$535,666	9,242	+7.3%	Shares	Sole	2024-04-15
2023-12-31	$424,079	8,616	+2.0%	Shares	Sole	2024-01-11
2023-09-30	$345,307	8,451	+1.0%	Shares	Sole	2023-10-16
2023-06-30	$357,103	8,367	+19.3%	Shares	Sole	2023-07-06
2023-03-31	$262,220	7,015	+15.0%	Shares	Sole	2023-04-14
2022-12-31	$251,827	6,099	+12.3%	Shares	Sole	2023-01-18
2022-09-30	$218,394	5,430	+78.0%	Shares	Sole	2022-10-19
2021-09-30	$141,596	3,051	0.0%	Shares	Sole	2021-11-10
2021-06-30	$138,179	3,051	0.0%	Shares	Sole	2021-08-11
2021-03-31	$119,202	3,051	—	Shares	Sole	2021-06-17
No filing history on record for this holder in this stock.