Smallwood Wealth Investment Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1921304
RED BANK, NJ
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$101,977
-$13,696 QoQ
Shares Held
1,234
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,608
of 2,859 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $1,062,299 across 5 Banks - Diversified names. WFC ranks #3 (9.6% of the industry book) .
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,977 | 1,234 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $115,673 | 1,453 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $150,331 | 1,613 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $122,628 | 1,463 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $121,221 | 1,513 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $108,618 | 1,513 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||