Cyndeo Wealth Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1950947 ST. PETERSBURG, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,186,875

+$58,085 QoQ

Shares Held

14,362

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,256

of 2,858 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $31,851,667 across 6 Banks - Diversified names. WFC ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	77,465	$25,356,618
2	BAC	Bank Of America Corp /De/	34,103	$1,943,188
3	TD	Toronto Dominion Bank	14,480	$1,758,306
4	WFC	Wells Fargo & Company/Mn This page	14,362	$1,186,875
5	C	Citigroup Inc	6,144	$859,914
6	BNY	Bank of New York Mellon Corp	5,164	$746,766

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,186,875	14,362	+1.3%	Shares	Sole	2026-07-21
2026-03-31	$1,128,790	14,179	+1.4%	Shares	Sole	2026-04-13
2025-12-31	$1,302,749	13,978	-2.1%	Shares	Sole	2026-01-07
2025-09-30	$1,196,865	14,279	+1.3%	Shares	Sole	2025-10-10
2025-06-30	$1,128,810	14,089	+2.3%	Shares	Sole	2025-07-24
2025-03-31	$988,332	13,767	+1.8%	Shares	Sole	2025-04-17
2024-12-31	$949,574	13,519	-0.8%	Shares	Sole	2025-01-21
2024-09-30	$769,676	13,625	-4.4%	Shares	Sole	2024-10-18
2024-06-30	$846,604	14,255	+76.9%	Shares	Sole	2024-07-30
2024-03-31	$466,925	8,056	+0.7%	Shares	Sole	2024-04-17
2023-12-31	$393,612	7,997	+1.4%	Shares	Sole	2024-01-12
2023-09-30	$322,262	7,887	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$335,934	7,871	-1.9%	Shares	Sole	2023-07-27
2023-03-31	$299,787	8,020	+6.7%	Shares	Sole	2023-04-25
2022-12-31	$310,294	7,515	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.