Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$110,076
-$16,503 QoQ
Shares Held
1,332
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,592
of 2,859 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $6,761,059 across 9 Banks - Diversified names. WFC ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,295 | $4,351,851 | |
| 2 | BAC |
Bank Of America Corp /De/
|
37,896 | $2,159,313 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,332 | $110,076 | |
| 4 | C |
Citigroup Inc
|
497 | $69,560 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
408 | $46,920 | |
| 6 | RY |
Royal Bank Of Canada
|
86 | $17,799 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
100 | $2,506 | |
| 8 | SAN |
Banco Santander, S.A.
|
178 | $2,456 |
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,076 | 1,332 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $126,579 | 1,590 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $161,422 | 1,732 | Shares | Sole | 2026-01-15 | |
| 2023-06-30 | $207,680 | 4,866 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||