Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,384,547
-$4,255,605 QoQ
Shares Held
53,056
-51.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#716
of 2,858 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRITONPOINT WEALTH, LLC holds $35,698,382 across 6 Banks - Diversified names. WFC ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,693 | $26,740,569 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
53,056 | $4,384,547 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,168 | $3,371,392 | |
| 4 | C |
Citigroup Inc
|
4,042 | $565,718 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,389 | $490,083 | |
| 6 | SAN |
Banco Santander, S.A.
|
10,585 | $146,073 |
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,384,547 | 53,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,640,152 | 108,531 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,380,802 | 111,382 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,952,759 | 130,670 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,776,780 | 134,508 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,864,663 | 137,410 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,729,855 | 138,523 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,132,469 | 143,963 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,178,062 | 137,701 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,115,906 | 140,026 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,757,610 | 137,294 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||