Westmount Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2051491 LOS ANGELES, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,580,434

+$136,487 QoQ

Shares Held

31,225

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#901

of 2,858 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $7,037,324 across 4 Banks - Diversified names. WFC ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,237	$3,023,547
2	WFC	Wells Fargo & Company/Mn This page	31,225	$2,580,434
3	BAC	Bank Of America Corp /De/	20,783	$1,184,215
4	C	Citigroup Inc	1,780	$249,128

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,580,434	31,225	+1.7%	Shares	Sole	2026-07-07
2026-03-31	$2,443,947	30,699	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$2,851,454	30,595	-0.0%	Shares	Sole	2026-01-15
2025-09-30	$2,565,143	30,603	-1.5%	Shares	Sole	2025-10-14
2025-06-30	$2,489,729	31,075	-1.7%	Shares	Sole	2025-07-09
2025-03-31	$2,270,430	31,626	+0.9%	Shares	Sole	2025-05-01
2024-12-31	$2,202,164	31,352	-0.9%	Shares	Sole	2025-01-13
2024-09-30	$1,787,739	31,647	-0.8%	Shares	Sole	2025-01-13
2024-06-30	$1,895,134	31,910	+42.0%	Shares	Sole	2025-01-28
2024-03-31	$1,302,651	22,475	+0.5%	Shares	Sole	2025-01-28
2023-12-31	$1,100,706	22,363	-2.2%	Shares	Sole	2025-01-28
2023-09-30	$934,549	22,872	+3.2%	Shares	Sole	2025-01-28
2023-06-30	$946,044	22,166	-2.1%	Shares	Sole	2025-01-28
2023-03-31	$846,208	22,638	-8.4%	Shares	Sole	2025-01-29
2022-12-31	$1,019,945	24,702	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.