SPIREPOINT PRIVATE CLIENT, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2022908 VERO BEACH, FL

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$686,573

+$2,485 QoQ

Shares Held

8,308

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,595

of 2,858 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SPIREPOINT PRIVATE CLIENT, LLC holds $15,854,807 across 5 Banks - Diversified names. WFC ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,920	$9,466,383
2	C	Citigroup Inc	20,316	$2,843,427
3	BAC	Bank Of America Corp /De/	31,557	$1,798,117
4	RY	Royal Bank Of Canada	5,123	$1,060,307
5	WFC	Wells Fargo & Company/Mn This page	8,308	$686,573

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,573	8,308	-3.3%	Shares	Sole	2026-08-05
2026-03-31	$684,088	8,593	+11.1%	Shares	Sole	2026-04-22
2025-12-31	$720,902	7,735	+8.5%	Shares	Sole	2026-01-22
2025-09-30	$597,552	7,129	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.