CATALYST FINANCIAL PARTNERS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1927537 BOSTON, MA

Position in WFC

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

Position Value

$1,166,133

+$86,702 QoQ

Shares Held

14,111

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,268

of 2,859 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $13,026,463 across 5 Banks - Diversified names. WFC ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,719	$7,763,940
2	BAC	Bank Of America Corp /De/	47,847	$2,726,322
3	WFC	Wells Fargo & Company/Mn This page	14,111	$1,166,133
4	C	Citigroup Inc	7,643	$1,069,714
5	BNY	Bank of New York Mellon Corp	2,077	$300,354

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,166,133	14,111	+4.1%	Shares	Sole	2026-07-30
2026-03-31	$1,079,431	13,559	+4.4%	Shares	Sole	2026-05-12
2025-12-31	$1,210,947	12,993	+3.1%	Shares	Sole	2026-02-04
2025-09-30	$1,056,718	12,607	+2.0%	Shares	Sole	2025-11-12
2025-06-30	$990,683	12,365	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$895,436	12,473	+14.4%	Shares	Sole	2025-05-02
2024-12-31	$765,686	10,901	+6.0%	Shares	Sole	2025-01-30
2024-09-30	$580,773	10,281	-4.0%	Shares	Sole	2024-10-28
2024-06-30	$635,829	10,706	+7.5%	Shares	Sole	2024-07-25
2024-03-31	$576,991	9,955	+12.1%	Shares	Sole	2024-04-23
2023-12-31	$437,270	8,884	+7.2%	Shares	Sole	2024-02-07
2023-09-30	$338,770	8,291	+17.3%	Shares	Sole	2023-10-26
2023-06-30	$301,704	7,069	+19.9%	Shares	Sole	2023-08-02
2022-12-31	$243,445	5,896	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.