Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$912,097
+$18,714 QoQ
Shares Held
11,037
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,407
of 2,853 holders
Holding Since
Sep 2023
5 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, 2026Buck Wealth Strategies, LLC holds $20,643,910 across 12 Banks - Diversified names. WFC ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
59,289 | $19,407,068 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
11,037 | $912,097 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,650 | $207,977 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
557 | $80,547 | |
| 5 | C |
Citigroup Inc
|
157 | $21,973 | |
| 6 | BCS |
Barclays PLC
|
221 | $5,936 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
38 | $4,370 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
15 | $1,426 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,097 | 11,037 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $893,383 | 11,222 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $318,076 | 3,970 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $234,681 | 3,269 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $408 | 10 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||