Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,128,392
-$33,019 QoQ
Shares Held
25,755
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#992
of 2,859 holders
Holding Since
Jun 2024
9 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, 2026Drucker Wealth 3.0, LLC holds $13,655,047 across 6 Banks - Diversified names. WFC ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,905 | $9,134,142 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
25,755 | $2,128,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,615 | $946,722 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,155 | $890,074 | |
| 5 | C |
Citigroup Inc
|
2,524 | $353,258 | |
| 6 | SAN |
Banco Santander, S.A.
|
14,671 | $202,459 |
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,128,392 | 25,755 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $2,161,411 | 27,150 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,635,323 | 28,276 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $2,716,438 | 32,408 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,760,008 | 59,411 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $5,886,923 | 82,002 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $6,153,234 | 87,603 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $5,048,002 | 89,361 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,213,907 | 87,791 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||