Alvarez & Marsal Private Wealth Partners, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2109121
WEST PALM BEACH, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,425
-$212,946 QoQ
Shares Held
2,631
-51.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,456
of 2,853 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, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $1,248,187 across 2 Banks - Diversified names. WFC ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,149 | $1,030,762 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
2,631 | $217,425 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,425 | 2,631 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $430,371 | 5,406 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $393,863 | 4,226 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||