BlackDiamond Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1903059
NEW YORK, NY
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$576,000
+$46,833 QoQ
Shares Held
6,970
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,714
of 2,858 holders
Holding Since
Dec 2021
16 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, 2026BlackDiamond Wealth Management, LLC holds $5,537,216 across 6 Banks - Diversified names. WFC ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,225 | $2,692,289 | |
| 2 | RY |
Royal Bank Of Canada
|
4,654 | $963,238 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
6,970 | $576,000 | |
| 4 | BAC |
Bank Of America Corp /De/
|
8,895 | $506,837 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,821 | $407,944 | |
| 6 | C |
Citigroup Inc
|
2,793 | $390,908 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,000 | 6,970 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $529,167 | 6,647 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $623,228 | 6,687 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $555,139 | 6,623 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $531,115 | 6,629 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $380,056 | 5,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $351,480 | 5,004 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $278,608 | 4,932 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,141 | 4,818 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $261,158 | 6,119 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $232,690 | 6,225 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $223,378 | 5,410 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $222,497 | 5,532 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $206,465 | 5,271 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $207,941 | 4,291 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $210,440 | 4,386 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||