DIVERSIFIED MANAGEMENT INC

Position in WFC — Wells Fargo & Company/Mn

CIK 922372 MILWAUKEE, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$434,273

-$980,874 QoQ

Shares Held

5,255

-70.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,898

of 2,858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $2,451,940 across 3 Banks - Diversified names. WFC ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,432	$1,778,056
2	WFC	Wells Fargo & Company/Mn This page	5,255	$434,273
3	C	Citigroup Inc	1,712	$239,611

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,273	5,255	-70.4%	Shares	Sole	2026-07-10
2026-03-31	$1,415,147	17,776	+103.7%	Shares	Sole	2026-04-09
2025-12-31	$813,356	8,727	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.