MONETARY MANAGEMENT GROUP INC

Position in WFC — Wells Fargo & Company/Mn

CIK 1133014 ST LOUIS, MO

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$797,062

+$29,224 QoQ

Shares Held

9,645

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,503

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

MONETARY MANAGEMENT GROUP INC holds $9,046,699 across 4 Banks - Diversified names. WFC ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,885	$7,818,277
2	WFC	Wells Fargo & Company/Mn This page	9,645	$797,062
3	BAC	Bank Of America Corp /De/	4,500	$256,410
4	C	Citigroup Inc	1,250	$174,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$797,062	9,645	0.0%	Shares	Sole	2026-08-12
2026-03-31	$767,838	9,645	0.0%	Shares	Sole	2026-05-13
2025-12-31	$898,914	9,645	0.0%	Shares	Sole	2026-02-11
2025-09-30	$808,443	9,645	0.0%	Shares	Sole	2025-11-12
2025-06-30	$772,757	9,645	+14.9%	Shares	Sole	2025-08-14
2025-03-31	$602,677	8,395	0.0%	Shares	Sole	2025-05-14
2024-12-31	$589,664	8,395	0.0%	Shares	Sole	2025-02-13
2024-09-30	$474,233	8,395	+4.1%	Shares	Sole	2024-11-13
2024-06-30	$478,980	8,065	0.0%	Shares	Sole	2024-07-16
2024-03-31	$467,447	8,065	0.0%	Shares	Sole	2024-05-13
2023-12-31	$396,959	8,065	0.0%	Shares	Sole	2024-02-14
2023-09-30	$329,535	8,065	0.0%	Shares	Sole	2023-11-09
2023-06-30	$344,214	8,065	0.0%	Shares	Sole	2023-08-11
2023-03-31	$301,469	8,065	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$332,260	8,047	0.0%	Shares	Sole	2023-02-13
2022-09-30	$323,650	8,047	0.0%	Shares	Sole	2022-11-14
2022-06-30	$315,200	8,047	0.0%	Shares	Sole	2022-08-11
2022-03-31	$389,957	8,047	0.0%	Shares	Sole	2022-05-12
2021-12-31	$386,095	8,047	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$374,296	8,065	0.0%	Shares	Sole	2021-11-12
2021-06-30	$365,263	8,065	0.0%	Shares	Sole	2021-08-12
2021-03-31	$315,099	8,065	0.0%	Shares	Sole	2021-05-17
2020-12-31	$243,401	8,065	-3.0%	Shares	Sole	2021-02-12
2020-09-30	$195,485	8,315	0.0%	Shares	Sole	2020-11-12
2020-06-30	$212,864	8,315	-18.9%	Shares	Sole	2020-08-13
2020-03-31	$294,117	10,248	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.