ROTHSCHILD INVESTMENT LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 85338 CHICAGO, IL

Position in WFC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,556,548

+$3,264,975 QoQ

Shares Held

67,238

+133.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#647

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $73,619,644 across 17 Banks - Diversified names. WFC ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	159,525	$52,217,318
2	BAC	Bank Of America Corp /De/	142,407	$8,114,350
3	WFC	Wells Fargo & Company/Mn This page	67,238	$5,556,548
4	BNY	Bank of New York Mellon Corp	23,287	$3,367,533
5	C	Citigroup Inc	20,103	$2,813,615
6	RY	Royal Bank Of Canada	1,250	$258,712
7	UBS	UBS Group AG	3,814	$189,021
8	BCS	Barclays PLC	6,626	$177,974

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,556,548	67,238	+133.6%	Shares	Sole	2026-08-06
2026-03-31	$2,291,573	28,785	+3.8%	Shares	Sole	2026-05-07
2025-12-31	$2,585,461	27,741	+1.2%	Shares	Sole	2026-02-10
2025-09-30	$2,297,087	27,405	-4.4%	Shares	Sole	2025-11-07
2025-06-30	$2,296,719	28,666	-0.1%	Shares	Sole	2025-08-11
2025-03-31	$2,060,301	28,699	+1.2%	Shares	Sole	2025-04-08
2024-12-31	$1,991,093	28,347	+1.0%	Shares	Sole	2025-02-04
2024-09-30	$1,585,504	28,067	-2.6%	Shares	Sole	2024-10-18
2024-06-30	$1,710,907	28,808	+8.3%	Shares	Sole	2024-07-31
2024-03-31	$1,542,315	26,610	+0.8%	Shares	Sole	2024-07-31
2023-12-31	$1,299,654	26,405	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.