Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,496,029
+$18,683 QoQ
Shares Held
54,405
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#710
of 2,859 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $34,828,989 across 12 Banks - Diversified names. WFC ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,243 | $12,845,411 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,603 | $6,587,058 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
54,405 | $4,496,029 | |
| 4 | BCS |
Barclays PLC
|
114,599 | $3,078,129 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
93,174 | $1,853,230 | |
| 6 | UBS |
UBS Group AG
|
23,818 | $1,180,420 | |
| 7 | C |
Citigroup Inc
|
8,255 | $1,155,369 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
7,469 | $1,080,092 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,496,029 | 54,405 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,477,346 | 56,241 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,475,966 | 58,755 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,691,937 | 79,837 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,070,839 | 38,328 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $314,870 | 4,386 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $297,396 | 4,234 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $239,800 | 4,245 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $266,558 | 4,599 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||