Maia Wealth LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2010858 DENVER, CO

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$398,903

-$68,168 QoQ

Shares Held

4,827

-17.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,969

of 2,858 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Maia Wealth LLC holds $6,350,624 across 5 Banks - Diversified names. WFC ranks #3 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,231	$4,658,233
2	BAC	Bank Of America Corp /De/	13,181	$751,053
3	WFC	Wells Fargo & Company/Mn This page	4,827	$398,903
4	BNY	Bank of New York Mellon Corp	2,307	$333,615
5	C	Citigroup Inc	1,492	$208,820

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,903	4,827	-17.7%	Shares	Sole	2026-07-28
2026-03-31	$467,071	5,867	-3.2%	Shares	Sole	2026-05-08
2025-12-31	$564,698	6,059	-4.2%	Shares	Sole	2026-02-17
2025-09-30	$530,245	6,326	+2.5%	Shares	Sole	2025-11-13
2025-06-30	$494,580	6,173	-19.5%	Shares	Sole	2025-08-13
2025-03-31	$550,270	7,665	+6.7%	Shares	Sole	2025-05-12
2024-12-31	$504,604	7,184	+17.0%	Shares	Sole	2025-02-05
2024-09-30	$346,735	6,138	+57.8%	Shares	Sole	2024-10-30
2024-06-30	$230,967	3,889	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.