HARMONY ASSET MANAGEMENT LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2002815 Scottsdale, AZ

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$922,014

+$128,144 QoQ

Shares Held

11,157

+11.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,399

of 2,858 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HARMONY ASSET MANAGEMENT LLC holds $8,456,891 across 4 Banks - Diversified names. WFC ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,378	$3,397,030
2	BAC	Bank Of America Corp /De/	49,675	$2,830,481
3	C	Citigroup Inc	9,341	$1,307,366
4	WFC	Wells Fargo & Company/Mn This page	11,157	$922,014

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$922,014	11,157	+11.9%	Shares	Sole	2026-07-20
2026-03-31	$793,870	9,972	-0.6%	Shares	Sole	2026-05-05
2025-12-31	$934,982	10,032	+28.1%	Shares	Sole	2026-02-06
2025-09-30	$656,645	7,834	-30.3%	Shares	Sole	2025-11-05
2024-09-30	$635,343	11,247	+8.8%	Shares	Sole	2024-11-14
2023-12-31	$508,787	10,337	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.