Forum Financial Management, LP

Position in WFC — Wells Fargo & Company/Mn

CIK 1911832 LOMBARD, IL

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,342,156

+$142,195 QoQ

Shares Held

16,241

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,187

of 2,859 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $15,591,874 across 5 Banks - Diversified names. WFC ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,013	$11,460,804
2	BNY	Bank of New York Mellon Corp	9,368	$1,354,706
3	WFC	Wells Fargo & Company/Mn This page	16,241	$1,342,156
4	BAC	Bank Of America Corp /De/	13,417	$764,500
5	C	Citigroup Inc	4,785	$669,708

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,342,156	16,241	+7.7%	Shares	Sole	2026-07-23
2026-03-31	$1,199,961	15,073	-74.7%	Shares	Sole	2026-04-23
2025-12-31	$5,543,815	59,483	-0.0%	Shares	Sole	2026-01-27
2025-09-30	$4,985,948	59,484	+10.4%	Shares	Sole	2025-10-24
2025-06-30	$4,317,346	53,886	-3.9%	Shares	Sole	2025-07-30
2025-03-31	$4,026,557	56,088	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$3,926,135	55,896	+14.6%	Shares	Sole	2025-02-20
2024-09-30	$2,754,282	48,757	-2.8%	Shares	Sole	2024-10-29
2024-06-30	$2,977,873	50,141	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$2,894,406	49,938	-1.3%	Shares	Sole	2024-05-09
2023-12-31	$2,489,498	50,579	-1.0%	Shares	Sole	2024-02-07
2023-09-30	$2,088,272	51,108	+21.9%	Shares	Sole	2023-11-06
2023-06-30	$1,789,999	41,940	+2.5%	Shares	Sole	2023-07-26
2023-03-31	$1,529,552	40,919	+0.7%	Shares	Sole	2023-04-19
2022-12-31	$1,677,819	40,635	-0.2%	Shares	Sole	2023-01-24
2022-09-30	$1,637,919	40,724	+9.1%	Shares	Sole	2022-11-07
2022-06-30	$1,461,706	37,317	-4.2%	Shares	Sole	2022-08-15
2022-03-31	$1,887,032	38,940	-0.4%	Shares	Sole	2022-05-16
2021-12-31	$1,876,785	39,116	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.