Third View Private Wealth, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2083406 WESTPORT, CT

Position in WFC

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

Position Value

$260,398

-$59,076 QoQ

Shares Held

3,151

-21.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,313

of 2,859 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Third View Private Wealth, LLC holds $11,332,366 across 5 Banks - Diversified names. WFC ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,775	$8,109,600
2	BAC	Bank Of America Corp /De/	28,240	$1,609,115
3	C	Citigroup Inc	5,828	$815,686
4	MUFG	Mitsubishi Ufj Financial Group Inc	27,027	$537,567
5	WFC	Wells Fargo & Company/Mn This page	3,151	$260,398

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,398	3,151	-21.5%	Shares	Other	2026-07-27
2026-03-31	$319,474	4,013	+4.2%	Shares	Other	2026-04-15
2025-12-31	$359,006	3,852	—	Shares	Other	2026-01-23
No filing history on record for this holder in this stock.