Capstone Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2019411 TUSCALOOSA, AL

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$592,776

New position

Shares Held

7,173

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,688

of 2,858 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capstone Wealth Management, LLC holds $2,297,382 across 4 Banks - Diversified names. WFC ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,852	$933,545
2	WFC	Wells Fargo & Company/Mn This page	7,173	$592,776
3	BAC	Bank Of America Corp /De/	8,735	$497,720
4	C	Citigroup Inc	1,953	$273,341

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,776	7,173	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.