Riverbend Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2055570
Myrtle Beach, SC
Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$651,781
+$72,061 QoQ
Shares Held
7,887
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,632
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026Riverbend Wealth Management, LLC holds $6,307,750 across 4 Banks - Diversified names. WFC ranks #4 (10.3% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,781 | 7,887 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $579,720 | 7,282 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $362,175 | 3,886 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $308,960 | 3,686 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $287,150 | 3,584 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||