Montz Harcus Wealth Management LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1918613
New Orleans, LA
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$201,311
-$10,212 QoQ
Shares Held
2,436
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,506
of 2,858 holders
Holding Since
Jun 2025
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, 2026Montz Harcus Wealth Management LLC holds $6,088,953 across 4 Banks - Diversified names. WFC ranks #4 (3.3% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,311 | 2,436 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $211,523 | 2,657 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $264,315 | 2,836 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $232,684 | 2,776 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $221,531 | 2,765 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||