NORTH STAR ASSET MANAGEMENT INC

Position in WFC — Wells Fargo & Company/Mn

CIK 1056559 NEENAH, WI

Position in WFC

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$930,030

-$111,587 QoQ

Shares Held

11,254

-14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,391

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

NORTH STAR ASSET MANAGEMENT INC holds $30,865,414 across 5 Banks - Diversified names. WFC ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,084	$27,195,885
2	BMO	Bank Of Montreal /Can/	8,099	$1,431,093
3	WFC	Wells Fargo & Company/Mn This page	11,254	$930,030
4	C	Citigroup Inc	4,884	$683,564
5	BAC	Bank Of America Corp /De/	10,966	$624,842

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$930,030	11,254	-14.0%	Shares	Sole	2026-08-18
2026-03-31	$1,041,617	13,084	-4.9%	Shares	Sole	2026-05-06
2025-12-31	$1,282,804	13,764	-3.5%	Shares	Sole	2026-02-09
2025-09-30	$1,195,273	14,260	-0.3%	Shares	Sole	2025-11-10
2025-06-30	$1,146,276	14,307	+14.8%	Shares	Sole	2025-08-12
2025-03-31	$894,934	12,466	-1.5%	Shares	Sole	2025-05-08
2024-12-31	$889,097	12,658	0.0%	Shares	Sole	2025-02-19
2024-09-30	$715,050	12,658	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$752,768	12,675	-4.2%	Shares	Sole	2024-08-05
2024-03-31	$766,752	13,229	0.0%	Shares	Sole	2024-05-08
2023-12-31	$651,131	13,229	0.0%	Shares	Sole	2024-02-01
2023-09-30	$540,536	13,229	-18.0%	Shares	Sole	2023-10-26
2023-06-30	$688,599	16,134	-0.1%	Shares	Sole	2023-08-09
2023-03-31	$603,425	16,143	-11.3%	Shares	Sole	2023-05-10
2022-12-31	$751,395	18,198	+12.3%	Shares	Sole	2023-03-06
2022-09-30	$651,483	16,198	0.0%	Shares	Sole	2022-11-08
2022-06-30	$634,475	16,198	-1.1%	Shares	Sole	2022-07-28
2022-03-31	$793,435	16,373	+0.3%	Shares	Sole	2022-04-29
2021-12-31	$783,177	16,323	-1.4%	Shares	Sole	2022-02-07
2021-09-30	$767,992	16,548	-2.3%	Shares	Sole	2021-10-20
2021-06-30	$766,895	16,933	-0.2%	Shares	Sole	2021-07-30
2021-03-31	$662,744	16,963	+1.4%	Shares	Sole	2021-04-29
2020-12-31	$504,700	16,723	-1.0%	Shares	Sole	2021-02-16
2020-09-30	$397,154	16,893	+0.1%	Shares	Sole	2020-11-02
2020-06-30	$431,948	16,873	-9.6%	Shares	Sole	2020-07-28
2020-03-31	$535,484	18,658	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.