Cascade Financial Partners, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2021208
SAN DIEGO, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$444,190
-$6,641 QoQ
Shares Held
5,375
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,889
of 2,858 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $5,522,004 across 5 Banks - Diversified names. WFC ranks #4 (8.0% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,190 | 5,375 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $450,831 | 5,663 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $527,791 | 5,663 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $490,430 | 5,851 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $460,770 | 5,751 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $441,580 | 6,151 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $403,950 | 5,751 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $319,902 | 5,663 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $336,325 | 5,663 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $386,187 | 6,663 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||