PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in WFC — Wells Fargo & Company/Mn
CIK 2145782
WALTHAM, MA
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$42,642
+$41,131 QoQ
Shares Held
516
+1294.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,713
of 2,859 holders
Holding Since
Dec 2022
5 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,859,291 across 6 Banks - Diversified names. WFC ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,105 | $1,016,359 | |
| 2 | C |
Citigroup Inc
|
6,851 | $958,865 | |
| 3 | BAC |
Bank Of America Corp /De/
|
14,019 | $798,802 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
516 | $42,642 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
279 | $40,346 | |
| 6 | SAN |
Banco Santander, S.A.
|
165 | $2,277 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,642 | 516 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $1,511 | 37 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $3,627 | 85 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $6,354 | 170 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $7,019 | 170 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||