Flatrock Wealth Partners LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2130067
NEWPORT BEACH, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$404,192
+$95,980 QoQ
Shares Held
4,891
+47.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,958
of 2,853 holders
Holding Since
Dec 2025
2 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, 2026Flatrock Wealth Partners LLC holds $5,527,690 across 11 Banks - Diversified names. WFC ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,229 | $1,056,948 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
40,757 | $961,050 | |
| 3 | C |
Citigroup Inc
|
4,852 | $679,085 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,433 | $651,452 | |
| 5 | TD |
Toronto Dominion Bank
|
3,585 | $435,326 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,524 | $430,187 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
4,891 | $404,192 | |
| 8 | RY |
Royal Bank Of Canada
|
1,161 | $240,292 |
All Filings in WFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,192 | 4,891 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $308,212 | 3,307 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||