Weinberger Asset Management, Inc
Position in WFC — Wells Fargo & Company/Mn
CIK 2051705
LOS ANGELES, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$318,990
+$6,919 QoQ
Shares Held
3,860
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,148
of 2,858 holders
Holding Since
Jun 2022
17 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, 2026Weinberger Asset Management, Inc holds $7,867,389 across 4 Banks - Diversified names. WFC ranks #3 (4.1% of the industry book) .
All Filings in WFC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,990 | 3,860 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $312,071 | 3,920 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $375,968 | 4,034 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $368,724 | 4,399 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $338,186 | 4,221 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $306,615 | 4,271 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $309,828 | 4,411 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $310,807 | 5,502 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $324,863 | 5,470 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $315,418 | 5,442 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $266,526 | 5,415 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $216,803 | 5,306 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $246,647 | 5,779 | Shares | Sole | 2025-02-04 | |
| 2023-03-31 | $213,963 | 5,724 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $235,807 | 5,711 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $277,115 | 6,890 | Shares | Sole | 2025-02-04 | |
| 2022-06-30 | $339,878 | 8,677 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||