MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1965241
ST. LOUIS, MO
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,518,784
+$1,571,425 QoQ
Shares Held
30,479
+156.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#915
of 2,858 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $13,260,479 across 4 Banks - Diversified names. WFC ranks #3 (19.0% of the industry book) .
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,518,784 | 30,479 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $947,359 | 11,900 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $521,081 | 5,591 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $480,875 | 5,737 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $422,072 | 5,268 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $368,928 | 5,139 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $376,837 | 5,365 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $298,097 | 5,277 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $320,409 | 5,395 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $308,173 | 5,317 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $262,293 | 5,329 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $217,089 | 5,313 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $226,545 | 5,308 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $214,561 | 5,740 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $236,880 | 5,737 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||