Coastwise Capital Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1934500 LA JOLLA, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$628,890

+$23,377 QoQ

Shares Held

7,610

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,647

of 2,858 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coastwise Capital Group, LLC holds $3,980,277 across 4 Banks - Diversified names. WFC ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	26,040	$1,483,759
2	JPM	Jpmorgan Chase & Co	3,457	$1,131,579
3	C	Citigroup Inc	5,259	$736,049
4	WFC	Wells Fargo & Company/Mn This page	7,610	$628,890

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$628,890	7,610	+0.1%	Shares	Sole	2026-07-16
2026-03-31	$605,513	7,606	-34.5%	Shares	Sole	2026-05-08
2025-12-31	$1,082,052	11,610	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$968,456	11,554	+0.5%	Shares	Sole	2025-10-17
2025-06-30	$920,979	11,495	-0.5%	Shares	Sole	2025-07-11
2025-03-31	$828,959	11,547	-56.3%	Shares	Sole	2025-05-05
2024-12-31	$1,854,406	26,401	-0.1%	Shares	Sole	2025-01-23
2024-09-30	$1,493,369	26,436	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.