Western Pacific Wealth Management, LP

Position in WFC — Wells Fargo & Company/Mn

CIK 1907320 Lake Forest, IL

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$499,972

+$18,332 QoQ

Shares Held

6,050

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,812

of 2,858 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $1,292,167 across 6 Banks - Diversified names. WFC ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	6,050	$499,972
2	C	Citigroup Inc	2,844	$398,046
3	JPM	Jpmorgan Chase & Co	922	$301,798
4	BAC	Bank Of America Corp /De/	1,003	$57,150
5	BMO	Bank Of Montreal /Can/	102	$18,023
6	RY	Royal Bank Of Canada	83	$17,178

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,972	6,050	0.0%	Shares	Sole	2026-08-07
2026-03-31	$481,640	6,050	0.0%	Shares	Sole	2026-04-17
2025-12-31	$563,860	6,050	0.0%	Shares	Sole	2026-02-04
2025-09-30	$507,111	6,050	0.0%	Shares	Sole	2025-10-21
2025-06-30	$484,726	6,050	-8.7%	Shares	Sole	2025-07-10
2025-03-31	$475,680	6,626	-22.7%	Shares	Sole	2025-04-17
2024-12-31	$602,027	8,571	0.0%	Shares	Sole	2025-01-24
2024-09-30	$484,175	8,571	+0.0%	Shares	Sole	2024-10-31
2024-06-30	$508,972	8,570	-1.9%	Shares	Sole	2024-08-14
2024-03-31	$506,222	8,734	+20.2%	Shares	Sole	2024-05-15
2023-12-31	$357,681	7,267	+8.9%	Shares	Sole	2024-02-09
2023-09-30	$272,740	6,675	+10.1%	Shares	Sole	2023-10-26
2023-06-30	$258,640	6,060	0.0%	Shares	Sole	2023-08-08
2023-03-31	$226,522	6,060	0.0%	Shares	Sole	2023-05-11
2022-12-31	$250,217	6,060	+37.4%	Shares	Sole	2023-02-03
2022-09-30	$177,370	4,410	+458.9%	Shares	Sole	2022-10-27
2022-06-30	$30,905	789	0.0%	Shares	Sole	2022-08-01
2022-03-31	$38,234	789	0.0%	Shares	Sole	2022-04-21
2021-12-31	$37,856	789	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.