COURIER CAPITAL LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1015247 BUFFALO, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,579,111

+$317,869 QoQ

Shares Held

31,209

+9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#899

of 2,853 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COURIER CAPITAL LLC holds $48,290,559 across 6 Banks - Diversified names. WFC ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	74,868	$24,506,542
2	BAC	Bank Of America Corp /De/	190,392	$10,848,536
3	C	Citigroup Inc	55,977	$7,834,540
4	WFC	Wells Fargo & Company/Mn This page	31,209	$2,579,111
5	BNY	Bank of New York Mellon Corp	12,661	$1,830,907
6	HSBC	Hsbc Holdings PLC	7,266	$690,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,579,111	31,209	+9.9%	Shares	Sole	2026-07-16
2026-03-31	$2,261,242	28,404	-1.0%	Shares	Sole	2026-04-23
2025-12-31	$2,675,026	28,702	-1.3%	Shares	Sole	2026-01-29
2025-09-30	$2,436,982	29,074	+53.4%	Shares	Sole	2025-10-29
2025-06-30	$1,518,033	18,947	+0.1%	Shares	Sole	2025-07-28
2025-03-31	$1,358,841	18,928	-4.6%	Shares	Sole	2025-04-14
2024-12-31	$1,393,561	19,840	-2.7%	Shares	Sole	2025-01-13
2024-09-30	$1,151,774	20,389	-0.5%	Shares	Sole	2024-10-22
2024-06-30	$1,216,663	20,486	-0.3%	Shares	Sole	2024-07-23
2024-03-31	$1,190,556	20,541	-3.5%	Shares	Sole	2024-04-16
2023-12-31	$1,047,844	21,289	+0.0%	Shares	Sole	2024-01-17
2023-09-30	$869,786	21,287	-15.7%	Shares	Sole	2023-10-13
2023-06-30	$1,077,115	25,237	-2.1%	Shares	Sole	2023-07-31
2023-03-31	$963,843	25,785	-3.0%	Shares	Sole	2023-05-18
2022-12-31	$1,097,488	26,580	-2.9%	Shares	Sole	2023-01-24
2022-09-30	$1,101,464	27,386	+18.1%	Shares	Sole	2022-10-18
2022-06-30	$908,156	23,185	-4.1%	Shares	Sole	2022-07-20
2022-03-31	$1,171,956	24,184	+10.3%	Shares	Sole	2022-05-02
2021-12-31	$1,052,009	21,926	-1.3%	Shares	Sole	2022-01-18
2021-09-30	$1,031,508	22,226	-0.5%	Shares	Sole	2021-10-14
2021-06-30	$1,012,095	22,347	+20.1%	Shares	Sole	2021-07-12
2021-03-31	$726,858	18,604	-0.5%	Shares	Sole	2021-04-12
2020-12-31	$564,426	18,702	-3.6%	Shares	Sole	2021-02-10
2020-09-30	$456,094	19,400	-15.5%	Shares	Sole	2020-11-09
2020-06-30	$587,417	22,946	-3.8%	Shares	Sole	2020-07-06
2020-03-31	$684,408	23,847	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.