SEC 13F Intelligence

Veridan Wealth LLC / WFC

Veridan Wealth LLC’s Wells Fargo & Co Position

Does Veridan Wealth LLC own Wells Fargo & Co (WFC)? Yes — 137.1K shares worth $11M (+4.04% of its 13F portfolio) as of Q1 2026.

Position Value
$11M
Q1 2026
Shares
137.1K
% of Portfolio
+4.04%
Quarters Held
6
currently held

Position History WFC

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026137.1K$11M+4.04%
Q4 2025137.1K$13M+4.29%
Q3 2025137.1K$11M+3.96%
Q2 2025137.1K$11M+4.41%
Q1 2025137.1K$10M+4.45%
Q4 2024137.1K$11M+5.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veridan Wealth LLC’s full portfolio or all institutional holders of WFC.