Frank, Rimerman Advisors LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1977560 Palo Alto, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,520,024

-$351,588 QoQ

Shares Held

30,494

-15.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#911

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $39,050,388 across 14 Banks - Diversified names. WFC ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	57,576	$18,846,352
2	BAC	Bank Of America Corp /De/	75,870	$4,323,072
3	WFC	Wells Fargo & Company/Mn This page	30,494	$2,520,024
4	RY	Royal Bank Of Canada	12,118	$2,508,062
5	TD	Toronto Dominion Bank	17,650	$2,143,239
6	BNY	Bank of New York Mellon Corp	14,776	$2,136,757
7	C	Citigroup Inc	12,659	$1,771,753
8	HSBC	Hsbc Holdings PLC	16,391	$1,558,620

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,520,024	30,494	-15.5%	Shares	Sole	2026-07-27
2026-03-31	$2,871,612	36,071	-2.8%	Shares	Sole	2026-04-29
2025-12-31	$3,457,533	37,098	+11.3%	Shares	Sole	2026-01-15
2025-09-30	$2,793,217	33,324	+10.2%	Shares	Sole	2025-11-04
2025-06-30	$2,422,668	30,238	+29.3%	Shares	Sole	2025-08-11
2025-03-31	$1,678,450	23,380	+13.9%	Shares	Sole	2025-05-12
2024-12-31	$1,442,167	20,532	+2.2%	Shares	Sole	2025-02-10
2024-09-30	$1,134,488	20,083	-2.9%	Shares	Sole	2024-10-24
2024-06-30	$1,228,422	20,684	+51610.0%	Shares	Sole	2024-08-13
2024-03-31	$2,318	40	0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,968	40	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.