Wealth Management Associates, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 2067339 Cherry Hill, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$365,929

+$13,735 QoQ

Shares Held

4,428

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,029

of 2,858 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $7,067,650 across 6 Banks - Diversified names. WFC ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,631	$2,825,185
2	BAC	Bank Of America Corp /De/	33,744	$1,922,733
3	C	Citigroup Inc	6,716	$939,971
4	TD	Toronto Dominion Bank	5,279	$641,028
5	BNY	Bank of New York Mellon Corp	2,578	$372,804
6	WFC	Wells Fargo & Company/Mn This page	4,428	$365,929

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,929	4,428	+0.1%	Shares	Sole	2026-07-21
2026-03-31	$352,194	4,424	-11.8%	Shares	Sole	2026-05-13
2025-12-31	$467,677	5,018	+0.1%	Shares	Sole	2026-01-20
2025-09-30	$420,273	5,014	-9.4%	Shares	Sole	2025-10-21
2025-06-30	$443,223	5,532	0.0%	Shares	Sole	2025-08-04
2025-03-31	$397,142	5,532	+1.1%	Shares	Sole	2025-05-28
2024-12-31	$384,353	5,472	+13.8%	Shares	Sole	2025-05-28
2024-09-30	$271,547	4,807	0.0%	Shares	Sole	2025-05-28
2024-06-30	$285,487	4,807	0.0%	Shares	Sole	2025-05-28
2024-03-31	$278,613	4,807	-5.9%	Shares	Sole	2025-05-28
2023-12-31	$251,317	5,106	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.