Modern Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2001900
KANSAS CITY, MO
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,878,843
+$1,329,478 QoQ
Shares Held
34,836
+79.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#859
of 2,853 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. WFC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
189,020 | $61,871,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
97,013 | $5,527,798 | |
| 3 | C |
Citigroup Inc
|
25,247 | $3,533,567 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
34,836 | $2,878,843 | |
| 5 | RY |
Royal Bank Of Canada
|
4,360 | $902,387 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,692 | $533,898 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,911 | $514,373 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
5,372 | $510,820 |
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,878,843 | 34,836 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,549,365 | 19,462 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,583,839 | 16,994 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,145,312 | 13,664 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,041,076 | 12,994 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $926,303 | 12,903 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $781,770 | 11,130 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $390,908 | 6,920 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $402,603 | 6,779 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $268,063 | 4,625 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||