Grant Private Wealth Management Inc
Position in WFC — Wells Fargo & Company/Mn
CIK 2056418
PLEASANTON, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$521,623
+$27,166 QoQ
Shares Held
6,312
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,781
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026Grant Private Wealth Management Inc holds $5,236,853 across 4 Banks - Diversified names. WFC ranks #3 (10.0% 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 | $521,623 | 6,312 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $494,457 | 6,211 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $589,956 | 6,330 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $530,580 | 6,330 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,986,953 | 37,281 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $541,870 | 7,548 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $558,267 | 7,948 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||