ACTION POINT FINANCIAL PLANNING, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2116119
GRAND RAPIDS, MI
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,275
New position
Shares Held
2,472
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,496
of 2,858 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $3,152,158 across 19 Banks - Diversified names. WFC ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,411 | $2,098,460 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,270 | $357,250 | |
| 3 | C |
Citigroup Inc
|
1,762 | $246,597 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
2,472 | $204,275 | |
| 5 | SAN |
Banco Santander, S.A.
|
2,828 | $39,024 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
251 | $36,292 | |
| 7 | UBS |
UBS Group AG
|
641 | $31,763 | |
| 8 | BCS |
Barclays PLC
|
1,069 | $28,711 |
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,275 | 2,472 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||