BINGHAM PRIVATE WEALTH, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2063211
SAN FRANCISCO, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$685,581
+$8,180 QoQ
Shares Held
8,296
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,597
of 2,858 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 37%
None 63%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BINGHAM PRIVATE WEALTH, LLC holds $5,463,962 across 7 Banks - Diversified names. WFC ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,230 | $2,039,265 | |
| 2 | BAC |
Bank Of America Corp /De/
|
16,693 | $951,167 | |
| 3 | C |
Citigroup Inc
|
6,637 | $928,914 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
8,296 | $685,581 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
16,407 | $326,335 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
11,960 | $299,717 | |
| 7 | BCS |
Barclays PLC
|
8,674 | $232,983 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,581 | 8,296 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $677,401 | 8,509 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $663,677 | 7,121 | Shares | Defined | 2026-01-23 | |
| 2025-06-30 | $593,368 | 7,406 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $494,274 | 6,885 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $454,242 | 6,467 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||