DUMONT & BLAKE INVESTMENT ADVISORS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1287618 PRINCETON, NJ

Back to WFC Full portfolio

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$899,453

-$10,250 QoQ

Shares Held

10,884

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,427

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in WFC Over Time

Shares Held

Position Value (USD)

Derivatives in WFC

reported options exposure · as of Jun 30, 2020

CallValue

$10,240

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $2,713,751 across 4 Banks - Diversified names. WFC ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,334	$1,026,466
2	WFC	Wells Fargo & Company/Mn This page	10,884	$899,453
3	BNY	Bank of New York Mellon Corp	3,706	$535,924
4	BAC	Bank Of America Corp /De/	4,421	$251,908

All Filings in WFC

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,453	10,884	-4.8%	Shares	Sole	2026-08-07
2026-03-31	$909,703	11,427	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,065,742	11,435	+0.3%	Shares	Sole	2026-01-29
2025-09-30	$955,380	11,398	+1.0%	Shares	Sole	2025-10-17
2025-06-30	$904,234	11,286	+0.6%	Shares	Sole	2025-07-29
2025-03-31	$805,053	11,214	+0.9%	Shares	Sole	2025-04-08
2024-12-31	$780,366	11,110	+0.4%	Shares	Sole	2025-01-23
2024-09-30	$625,118	11,066	-49.0%	Shares	Sole	2024-10-23
2024-06-30	$1,289,832	21,718	+101.3%	Shares	Sole	2024-07-24
2024-03-31	$625,214	10,787	+0.0%	Shares	Sole	2024-04-17
2023-12-31	$530,837	10,785	-3.5%	Shares	Sole	2024-01-23
2023-09-30	$456,487	11,172	-1.7%	Shares	Sole	2023-10-30
2023-06-30	$485,228	11,369	-3.0%	Shares	Sole	2023-08-03
2023-03-31	$438,130	11,721	-0.7%	Shares	Sole	2023-04-14
2022-12-31	$487,593	11,809	+0.0%	Shares	Sole	2023-01-26
2022-09-30	$474,877	11,807	-0.1%	Shares	Sole	2022-10-24
2022-06-30	$463,146	11,824	-1.3%	Shares	Sole	2022-08-03
2022-03-31	$580,405	11,977	-0.1%	Shares	Sole	2022-04-27
2021-12-31	$575,280	11,990	-1.6%	Shares	Sole	2022-01-31
2021-09-30	$565,227	12,179	-0.4%	Shares	Sole	2021-11-02
2021-06-30	$553,760	12,227	-0.4%	Shares	Sole	2021-07-22
2021-03-31	$479,427	12,271	-1.8%	Shares	Sole	2021-05-03
2020-12-31	$377,129	12,496	-3.7%	Shares	Sole	2021-01-29
2020-09-30	$305,042	12,975	-2.0%	Shares	Sole	2020-10-30
2020-06-30	$10,240	400	—	Call	Sole	2020-07-31
2020-06-30	$339,046	13,244	+5.7%	Shares	Sole	2020-07-31
2020-03-31	$359,697	12,533	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.