Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,825,432
+$161,560 QoQ
Shares Held
58,391
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#688
of 2,853 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $72,181,423 across 15 Banks - Diversified names. WFC ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,679 | $23,790,017 | |
| 2 | BAC |
Bank Of America Corp /De/
|
299,572 | $17,069,612 | |
| 3 | C |
Citigroup Inc
|
36,197 | $5,066,132 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
58,391 | $4,825,432 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
186,236 | $4,667,074 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
222,085 | $4,417,270 | |
| 7 | BCS |
Barclays PLC
|
140,040 | $3,761,474 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
116,391 | $2,744,499 |
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,825,432 | 58,391 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,663,872 | 58,584 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,803,549 | 30,081 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,421,224 | 28,886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,335,818 | 29,154 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,130,583 | 29,678 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,202,024 | 31,350 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,322,148 | 23,405 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,439,732 | 24,242 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||