EVOLUTION WEALTH MANAGEMENT INC.
Position in WFC — Wells Fargo & Company/Mn
CIK 2010029
FORT MYERS, FL
Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$18,511
+$7,207 QoQ
Shares Held
224
+57.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,771
of 2,858 holders
Holding Since
Sep 2025
4 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $1,022,394 across 5 Banks - Diversified names. WFC ranks #4 (1.8% of the industry book) .
All Filings in WFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,511 | 224 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,304 | 142 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,491 | 16 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $838 | 10 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||