FSB PREMIER WEALTH MANAGEMENT, INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 887748 WATERLOO, IA

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,879,756

+$85,684 QoQ

Shares Held

34,847

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#861

of 2,859 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FSB PREMIER WEALTH MANAGEMENT, INC. holds $11,522,346 across 5 Banks - Diversified names. WFC ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	16,968	$5,554,135
2	WFC	Wells Fargo & Company/Mn This page	34,847	$2,879,756
3	BNY	Bank of New York Mellon Corp	16,711	$2,416,577
4	BAC	Bank Of America Corp /De/	6,901	$393,218
5	C	Citigroup Inc	1,991	$278,660

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,879,756	34,847	-0.7%	Shares	Sole	2026-08-12
2026-03-31	$2,794,072	35,097	-18.3%	Shares	Sole	2026-05-13
2025-12-31	$4,001,914	42,939	+6.1%	Shares	Sole	2026-02-03
2025-09-30	$3,391,105	40,457	+17.0%	Shares	Sole	2025-10-31
2025-06-30	$2,769,988	34,573	+19.8%	Shares	Sole	2025-08-15
2025-03-31	$2,072,290	28,866	+15.7%	Shares	Sole	2025-05-08
2024-12-31	$1,753,049	24,958	-2.9%	Shares	Sole	2025-02-12
2024-09-30	$1,451,567	25,696	+20.1%	Shares	Sole	2024-11-14
2024-06-30	$1,271,005	21,401	+36.1%	Shares	Sole	2024-08-02
2024-03-31	$911,073	15,719	+28.3%	Shares	Sole	2024-05-10
2023-12-31	$603,092	12,253	+18.7%	Shares	Sole	2024-02-09
2023-09-30	$421,756	10,322	+5.7%	Shares	Sole	2023-11-14
2023-06-30	$416,898	9,768	-2.5%	Shares	Sole	2023-08-11
2023-03-31	$374,323	10,014	+61.4%	Shares	Sole	2023-05-04
2022-12-31	$256,204	6,205	+24.2%	Shares	Sole	2023-02-06
2022-09-30	$200,939	4,996	+62.4%	Shares	Sole	2022-11-23
2021-12-31	$147,634	3,077	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.