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TRB Wealth Management, LLC

SEC CIK
0002130988
Latest filing
Aug 11, 2026

WFC holding history

Wells Fargo & Company in every 13F filed by TRB Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
10,876
Value
$898.8K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of WFC by TRB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,876$898.8K0.1%+764+7.6%AddedHolders
Q1 202610,112$805.0K0.1%–No prior filingHolders