JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in WFC — Wells Fargo & Company/Mn

CIK 2122180 AMMON, ID

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$360,475

+$35,826 QoQ

Shares Held

4,362

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,048

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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $2,169,455 across 4 Banks - Diversified names. WFC ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	15,609	$889,400
2	JPM	Jpmorgan Chase & Co	1,846	$604,251
3	WFC	Wells Fargo & Company/Mn This page	4,362	$360,475
4	C	Citigroup Inc	2,253	$315,329

All Filings in WFC

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$360,475	4,362	+7.0%	Shares	Sole	2026-07-24
2026-03-31	$324,649	4,078	-84.6%	Shares	Sole	2026-05-15
2025-12-31	$2,470,918	26,512	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.