QTR Family Wealth, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2067954 LAKE MARY, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$882,512

+$625,531 QoQ

Shares Held

10,679

+230.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,448

of 2,859 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $5,118,276 across 4 Banks - Diversified names. WFC ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,244	$2,698,508
2	BAC	Bank Of America Corp /De/	17,979	$1,024,443
3	WFC	Wells Fargo & Company/Mn This page	10,679	$882,512
4	C	Citigroup Inc	3,664	$512,813

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$882,512	10,679	+230.8%	Shares	Sole	2026-07-27
2026-03-31	$256,981	3,228	+25.0%	Shares	Sole	2026-04-16
2025-12-31	$240,735	2,583	-43.6%	Shares	Sole	2026-02-13
2025-03-31	$328,798	4,580	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.