Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,412,234
New position
Shares Held
17,089
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,165
of 2,853 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, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $8,703,249 across 9 Banks - Diversified names. WFC ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,737 | $3,841,872 | |
| 2 | BAC |
Bank Of America Corp /De/
|
30,227 | $1,722,334 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
17,089 | $1,412,234 | |
| 4 | C |
Citigroup Inc
|
6,531 | $914,078 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,998 | $722,760 | |
| 6 | BCS |
Barclays PLC
|
1,288 | $34,595 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,484 | $34,279 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,028 | $20,446 |
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412,234 | 17,089 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||