SHRIER WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2075389
LOS ANGELES, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,699,848
+$100,502 QoQ
Shares Held
32,670
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#883
of 2,858 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $15,273,619 across 5 Banks - Diversified names. WFC ranks #3 (17.7% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,699,848 | 32,670 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,599,346 | 32,651 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,978,206 | 31,955 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||