PARTNERS WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2054714
CARMEL BY THE SEA, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$365,020
+$13,383 QoQ
Shares Held
4,417
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,031
of 2,853 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $1,727,720 across 3 Banks - Diversified names. WFC ranks #2 (21.1% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,020 | 4,417 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $351,637 | 4,417 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $411,664 | 4,417 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $370,232 | 4,417 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $423,113 | 5,281 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $379,122 | 5,281 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $363,070 | 5,169 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||