Premier Path Wealth Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1999925 MADISON, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,395,485

+$147,060 QoQ

Shares Held

28,987

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#943

of 2,859 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Premier Path Wealth Partners, LLC holds $23,647,599 across 7 Banks - Diversified names. WFC ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,243	$9,572,111
2	BNY	Bank of New York Mellon Corp	29,881	$4,321,091
3	BAC	Bank Of America Corp /De/	66,237	$3,774,184
4	C	Citigroup Inc	21,885	$3,063,024
5	WFC	Wells Fargo & Company/Mn This page	28,987	$2,395,485
6	TD	Toronto Dominion Bank	2,641	$320,696
7	MUFG	Mitsubishi Ufj Financial Group Inc	10,106	$201,008

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,395,485	28,987	+2.6%	Shares	Sole	2026-07-21
2026-03-31	$2,248,425	28,243	-0.1%	Shares	Sole	2026-04-23
2025-12-31	$2,634,391	28,266	+10.6%	Shares	Sole	2026-01-22
2025-09-30	$2,142,271	25,558	+2.4%	Shares	Sole	2025-11-04
2025-06-30	$1,999,715	24,959	+6.8%	Shares	Sole	2025-08-04
2025-03-31	$1,677,445	23,366	+1.0%	Shares	Sole	2025-04-21
2024-12-31	$1,624,721	23,131	-47.4%	Shares	Sole	2025-01-15
2024-09-30	$2,483,639	43,966	+2.7%	Shares	Sole	2024-10-15
2024-06-30	$2,543,079	42,820	+0.4%	Shares	Sole	2024-07-24
2024-03-31	$2,473,037	42,668	+1.7%	Shares	Sole	2024-04-24
2023-12-31	$2,065,418	41,963	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.