St. Louis Financial Planners Asset Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1966171
CHESTERFIELD, MO
Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,301,881
+$784,693 QoQ
Shares Held
39,955
+26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#811
of 2,858 holders
Holding Since
Dec 2022
10 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, 2026St. Louis Financial Planners Asset Management, LLC holds $6,821,595 across 2 Banks - Diversified names. WFC ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
25,148 | $3,519,714 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
39,955 | $3,301,881 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,301,881 | 39,955 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,517,188 | 31,619 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,940,366 | 31,549 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,788,775 | 33,271 | Shares | Sole | 2025-10-02 | |
| 2024-12-31 | $1,855,249 | 26,413 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 | $1,914,555 | 32,237 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,293,303 | 39,567 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,248,369 | 45,680 | Shares | Sole | 2024-01-05 | |
| 2023-03-31 | $1,483,649 | 39,691 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $1,364,345 | 33,043 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||