EXCALIBUR MANAGEMENT CORP

Position in WFC — Wells Fargo & Company/Mn

CIK 1009003 WALTHAM, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,460,331

+$41,204 QoQ

Shares Held

17,671

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,153

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EXCALIBUR MANAGEMENT CORP holds $18,218,327 across 6 Banks - Diversified names. WFC ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	33,718	$11,036,912
2	BAC	Bank Of America Corp /De/	50,449	$2,874,584
3	C	Citigroup Inc	14,765	$2,066,509
4	WFC	Wells Fargo & Company/Mn This page	17,671	$1,460,331
5	RY	Royal Bank Of Canada	2,790	$577,446
6	TD	Toronto Dominion Bank	1,668	$202,545

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,460,331	17,671	-0.9%	Shares	Sole	2026-08-03
2026-03-31	$1,419,127	17,826	-0.2%	Shares	Sole	2026-05-05
2025-12-31	$1,664,179	17,856	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$1,519,069	18,123	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$1,461,228	18,238	-1.7%	Shares	Sole	2025-08-06
2025-03-31	$1,331,417	18,546	-4.4%	Shares	Sole	2025-05-08
2024-12-31	$1,363,077	19,406	-1.9%	Shares	Sole	2025-02-12
2024-09-30	$1,117,259	19,778	-3.1%	Shares	Sole	2024-11-14
2024-06-30	$1,212,446	20,415	-0.8%	Shares	Sole	2024-08-09
2024-03-31	$1,192,295	20,571	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$1,008,567	20,491	-4.5%	Shares	Sole	2024-02-12
2023-09-30	$876,978	21,463	-2.6%	Shares	Sole	2023-11-13
2023-06-30	$940,155	22,028	-0.1%	Shares	Sole	2023-08-08
2023-03-31	$824,154	22,048	-1.3%	Shares	Sole	2023-05-08
2022-12-31	$922,748	22,348	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$906,558	22,540	-1.2%	Shares	Sole	2022-11-04
2022-06-30	$893,585	22,813	-12.1%	Shares	Sole	2022-07-25
2022-03-31	$1,257,100	25,941	-7.7%	Shares	Sole	2022-05-03
2021-12-31	$1,348,238	28,100	-1.7%	Shares	Sole	2022-02-10
2021-09-30	$1,327,326	28,600	-23.9%	Shares	Sole	2021-10-28
2021-06-30	$1,702,043	37,581	-1.1%	Shares	Sole	2021-07-26
2021-03-31	$1,484,581	37,998	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$1,145,874	37,968	-6.5%	Shares	Sole	2021-01-26
2020-09-30	$954,929	40,618	-16.2%	Shares	Sole	2020-11-02
2020-06-30	$1,240,832	48,470	+46.4%	Shares	Sole	2020-08-14
2020-03-31	$949,970	33,100	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.