Pines Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2037426
SOUTHERN PINES, NC
Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$714,836
+$36,241 QoQ
Shares Held
8,650
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,568
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026Pines Wealth Management, LLC holds $8,021,911 across 6 Banks - Diversified names. WFC ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,161 | $5,617,310 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
8,650 | $714,836 | |
| 3 | C |
Citigroup Inc
|
4,804 | $672,367 | |
| 4 | TD |
Toronto Dominion Bank
|
2,860 | $347,289 | |
| 5 | BAC |
Bank Of America Corp /De/
|
6,025 | $343,304 | |
| 6 | RY |
Royal Bank Of Canada
|
1,579 | $326,805 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,836 | 8,650 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $678,595 | 8,524 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $718,758 | 7,712 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $663,770 | 7,919 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $696,162 | 8,689 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $461,322 | 6,426 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $475,103 | 6,764 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||