Root Financial Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1977181 ENCINITAS, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$697,894

+$221,986 QoQ

Shares Held

8,445

+41.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,582

of 2,853 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $5,469,272 across 5 Banks - Diversified names. WFC ranks #4 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,305	$2,718,475
2	BAC	Bank Of America Corp /De/	16,151	$920,283
3	C	Citigroup Inc	5,528	$773,698
4	WFC	Wells Fargo & Company/Mn This page	8,445	$697,894
5	BNY	Bank of New York Mellon Corp	2,482	$358,922

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,894	8,445	+41.3%	Shares	Sole	2026-07-29
2026-03-31	$475,908	5,978	-5.1%	Shares	Sole	2026-04-24
2025-12-31	$587,160	6,300	+12.0%	Shares	Sole	2026-02-10
2025-09-30	$471,571	5,626	+27.5%	Shares	Sole	2025-10-29
2025-06-30	$353,489	4,412	+38.0%	Shares	Sole	2025-08-11
2025-03-31	$229,584	3,198	-1.7%	Shares	Sole	2025-04-25
2024-12-31	$228,490	3,253	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.