Private Wealth Management Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2011342
PRINCETON, NJ
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$149,826
+$86,775 QoQ
Shares Held
1,813
+128.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,552
of 2,859 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, 2026Private Wealth Management Group, LLC holds $1,419,432 across 7 Banks - Diversified names. WFC ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,407 | $787,883 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,179 | $352,079 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,813 | $149,826 | |
| 4 | C |
Citigroup Inc
|
629 | $88,034 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
279 | $40,346 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
18 | $1,071 | |
| 7 | SAN |
Banco Santander, S.A.
|
14 | $193 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,826 | 1,813 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $63,051 | 792 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $76,424 | 820 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $68,732 | 820 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $65,698 | 820 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $56,857 | 792 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,099 | 457 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $25,815 | 457 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $26,725 | 450 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,082 | 450 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $22,149 | 450 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||