Portside Wealth Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1978608 Provo, UT

Position in WFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,112,331

+$242,172 QoQ

Shares Held

49,762

+2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#742

of 2,853 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $19,425,813 across 10 Banks - Diversified names. WFC ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,442	$6,036,619
2	WFC	Wells Fargo & Company/Mn This page	49,762	$4,112,331
3	BAC	Bank Of America Corp /De/	61,540	$3,506,548
4	C	Citigroup Inc	13,883	$1,943,064
5	MUFG	Mitsubishi Ufj Financial Group Inc	57,447	$1,142,620
6	HSBC	Hsbc Holdings PLC	7,576	$720,401
7	SAN	Banco Santander, S.A.	47,727	$658,632
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	21,843	$547,385

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,112,331	49,762	+2.4%	Shares	Other	2026-07-14
2026-03-31	$3,870,159	48,614	-10.1%	Shares	Sole	2026-05-12
2025-12-31	$5,037,459	54,050	-1.9%	Shares	Other	2026-01-21
2025-09-30	$4,618,313	55,098	+4.1%	Shares	Sole	2025-11-05
2025-06-30	$4,241,151	52,935	+3.4%	Shares	Sole	2025-08-11
2025-03-31	$3,674,929	51,190	-9.5%	Shares	Other	2025-04-14
2024-12-31	$3,974,740	56,588	-0.8%	Shares	Other	2025-04-14
2024-09-30	$3,222,979	57,054	-5.0%	Shares	Sole	2024-10-31
2024-06-30	$3,567,913	60,076	-7.0%	Shares	Other	2024-07-18
2024-03-31	$3,742,129	64,564	-11.3%	Shares	Other	2024-04-17
2023-12-31	$3,582,723	72,790	-8.1%	Shares	Other	2024-01-16
2023-09-30	$3,236,479	79,209	+93.8%	Shares	Other	2023-10-27
2023-06-30	$1,743,990	40,862	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.