Alteri Wealth LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2054980 WESTLAKE VILLAGE, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,152,910

-$185,970 QoQ

Shares Held

13,951

-17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,276

of 2,858 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $13,090,429 across 5 Banks - Diversified names. WFC ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,919	$5,210,766
2	BAC	Bank Of America Corp /De/	81,580	$4,648,428
3	C	Citigroup Inc	9,425	$1,319,123
4	WFC	Wells Fargo & Company/Mn This page	13,951	$1,152,910
5	BNY	Bank of New York Mellon Corp	5,250	$759,202

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,152,910	13,951	-17.0%	Shares	Sole	2026-07-29
2026-03-31	$1,338,880	16,818	+2.7%	Shares	Sole	2026-05-06
2025-12-31	$1,525,590	16,369	+0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,371,462	16,362	+2.2%	Shares	Sole	2025-11-10
2025-06-30	$1,283,041	16,014	+28.7%	Shares	Sole	2025-08-11
2025-03-31	$892,995	12,439	+68.4%	Shares	Sole	2025-05-07
2024-12-31	$518,792	7,386	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.