Position in WFC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,474,672
+$131,441 QoQ
Shares Held
31,085
+23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $21,523,870 across 11 Banks - Diversified names. WFC ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,493 | $11,028,937 | |
| 2 | BAC |
Bank Of America Corp /De/
|
63,415 | $3,091,477 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
31,085 | $2,474,672 | |
| 4 | C |
Citigroup Inc
|
16,805 | $1,905,850 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,545 | $1,156,478 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,438 | $526,476 | |
| 7 | TD |
Toronto Dominion Bank
|
3,665 | $341,978 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
18,217 | $309,140 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,474,672 | 31,085 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,343,231 | 25,142 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,091,639 | 24,954 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,979,601 | 24,708 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,300,257 | 18,112 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,223,227 | 17,415 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $980,268 | 17,353 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $951,901 | 16,028 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $587,076 | 10,129 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $354,039 | 7,193 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $419,590 | 11,225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $420,205 | 10,177 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $614,077 | 15,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $412,890 | 10,541 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $645,487 | 13,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $680,308 | 14,179 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||