JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1903880
MONTGOMERY, AL
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$830,366
+$592,810 QoQ
Shares Held
10,048
+236.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,475
of 2,853 holders
Holding Since
Dec 2024
5 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $6,937,329 across 14 Banks - Diversified names. WFC ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,564 | $1,493,933 | |
| 2 | C |
Citigroup Inc
|
6,597 | $923,315 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
10,048 | $830,366 | |
| 4 | BAC |
Bank Of America Corp /De/
|
10,081 | $574,415 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
24,809 | $493,450 | |
| 6 | SAN |
Banco Santander, S.A.
|
29,755 | $410,618 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,622 | $379,166 | |
| 8 | UBS |
UBS Group AG
|
6,054 | $300,036 |
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,366 | 10,048 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $237,556 | 2,984 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $261,984 | 2,811 | Shares | Other | 2026-01-22 | |
| 2025-06-30 | $218,567 | 2,728 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $236,356 | 3,365 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||