Pitcairn Wealth Advisors LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2089089
CONSHOHOCKEN, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,108,780
-$199,291 QoQ
Shares Held
13,417
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,300
of 2,858 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pitcairn Wealth Advisors LLC holds $5,319,328 across 4 Banks - Diversified names. WFC ranks #2 (20.8% 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 | $1,108,780 | 13,417 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,308,071 | 16,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,531,369 | 16,431 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||