A. Mitchell McConnell, Jr.
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.1% | -2.1% | +2.2% |
| 1 month | +7.7% | -3.6% | +11.3% |
| 1 quarter | +7.6% | +15.0% | -7.4% |
| Year to date | -9.5% | +7.2% | -16.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-11 | $22.9M – $95.3M |
| 2023 | 2024-08-13 | $17.7M – $69.7M |
| 2022 | 2023-05-15 | $15.2M – $61.5M |
| 2021 | 2023-05-15 | $18.7M – $68.6M |
| 2020 | 2021-05-17 | $14.4M – $59.8M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-03-01 | WFC | Buy | Spouse | $1K - $15K | 2026-03-19 | 18d |
| 2025-12-01 | WFC | Buy | Spouse | $1K - $15K | 2025-12-19 | 18d |
| 2025-09-01 | WFC | Buy | Spouse | $1K - $15K | 2025-09-12 | 11d |
| 2025-06-01 | WFC | Buy | Spouse | $1K - $15K | 2025-06-19 | 18d |
| 2025-03-03 | WFC | Buy | Spouse | $1K - $15K | 2025-03-12 | 9d |
| 2024-12-02 | WFC | Buy | Spouse | $1K - $15K | 2025-01-04 | 33d |
| 2024-09-01 | WFC | Buy | Spouse | $1K - $15K | 2024-09-16 | 15d |
| 2024-06-04 | WFC | Buy | Spouse | $1K - $15K | 2024-06-13 | 9d |
| 2024-03-05 | WFC | Buy | Spouse | $1K - $15K | 2024-03-19 | 14d |
| 2023-12-05 | WFC | Buy | Spouse | $1K - $15K | 2023-12-18 | 13d |
| 2023-09-01 | WFC | Buy | Spouse | $1K - $15K | 2023-09-15 | 14d |
| 2023-06-05 | WFC | Buy | Spouse | $1K - $15K | 2023-06-14 | 9d |
| 2023-03-03 | WFC | Buy | Spouse | $1K - $15K | 2023-03-28 | 25d |
| 2022-12-05 | WFC | Buy | Spouse | $1K - $15K | 2022-12-29 | 24d |
| 2022-11-29 | KR | Buy | Spouse | $1K - $15K | 2022-12-29 | 30d |
| 2022-09-06 | WFC | Buy | Spouse | $1K - $15K | 2022-09-26 | 20d |
| 2022-06-03 | WFC | Buy | Spouse | $1K - $15K | 2022-06-13 | 10d |
| 2022-03-03 | WFC | Buy | Spouse | $1K - $15K | 2022-03-14 | 11d |
| 2021-12-03 | WFC | Buy | Spouse | $1K - $15K | 2021-12-16 | 13d |
| 2021-06-03 | WFC | Buy | Spouse | $1K - $15K | 2021-06-07 | 4d |
| 2021-03-03 | WFC | Buy | Spouse | $1K - $15K | 2021-03-16 | 13d |
| 2020-12-03 | WFC | Buy | Spouse | $1K - $15K | 2020-12-07 | 4d |
| 2020-09-02 | WFC | Buy | Spouse | $1K - $15K | 2020-09-11 | 9d |
| 2020-06-03 | WFC | Buy | Spouse | $1K - $15K | 2020-06-23 | 20d |
| 2020-03-04 | WFC | Buy | Spouse | $1K - $15K | 2020-03-11 | 7d |