Whalen Wealth Management Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1894447 LAS VEGAS, NV

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,189,685

+$290,809 QoQ

Shares Held

14,396

+27.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#1,255

of 2,858 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $7,626,476 across 5 Banks - Diversified names. WFC ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,708	$3,505,049
2	BAC	Bank Of America Corp /De/	28,935	$1,648,716
3	WFC	Wells Fargo & Company/Mn This page	14,396	$1,189,685
4	C	Citigroup Inc	6,956	$973,561
5	BNY	Bank of New York Mellon Corp	2,140	$309,465

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,189,685	14,396	+27.5%	Shares	Sole	2026-08-13
2026-03-31	$898,876	11,291	-18.5%	Shares	Sole	2026-04-13
2025-12-31	$1,291,472	13,857	+139.0%	Shares	Sole	2026-01-20
2025-09-30	$486,072	5,799	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.