Accurate Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1877728
WESLEY CHAPEL, FL
Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,221,419
+$204,959 QoQ
Shares Held
14,780
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,235
of 2,859 holders
Holding Since
Dec 2022
8 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, 2026Accurate Wealth Management, LLC holds $22,265,529 across 6 Banks - Diversified names. WFC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
38,726 | $12,676,181 | |
| 2 | BAC |
Bank Of America Corp /De/
|
54,107 | $3,083,016 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,993 | $2,746,577 | |
| 4 | C |
Citigroup Inc
|
15,896 | $2,224,804 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
14,780 | $1,221,419 | |
| 6 | TD |
Toronto Dominion Bank
|
2,582 | $313,532 |
All Filings in WFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,221,419 | 14,780 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,016,460 | 12,768 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,068,724 | 11,467 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $894,275 | 10,669 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $752,166 | 9,388 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $605,692 | 8,437 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $584,186 | 8,317 | Shares | Sole | 2025-01-14 | |
| 2022-12-31 | $66,642 | 1,614 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||