Douglass Winthrop Advisors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1308527 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,278,110

+$27,278 QoQ

Shares Held

15,466

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,203

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

Douglass Winthrop Advisors, LLC holds $8,959,037 across 4 Banks - Diversified names. WFC ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	31,918	$4,615,661
2	BAC	Bank Of America Corp /De/	47,640	$2,714,527
3	WFC	Wells Fargo & Company/Mn This page	15,466	$1,278,110
4	C	Citigroup Inc	2,506	$350,739

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,278,110	15,466	-1.6%	Shares	Sole	2026-08-13
2026-03-31	$1,250,832	15,712	-1.1%	Shares	Sole	2026-05-14
2025-12-31	$1,481,320	15,894	-2.5%	Shares	Sole	2026-02-12
2025-09-30	$1,366,936	16,308	+5.9%	Shares	Sole	2025-11-13
2025-06-30	$1,233,848	15,400	-0.7%	Shares	Sole	2025-08-14
2025-03-31	$1,113,247	15,507	-5.4%	Shares	Sole	2025-05-14
2024-12-31	$1,151,374	16,392	0.0%	Shares	Sole	2025-02-11
2024-09-30	$925,984	16,392	+3.6%	Shares	Sole	2024-11-12
2024-06-30	$939,906	15,826	-4.9%	Shares	Sole	2024-08-07
2024-03-31	$965,034	16,650	+1.5%	Shares	Sole	2024-05-13
2023-12-31	$807,208	16,400	0.0%	Shares	Sole	2024-02-12
2023-09-30	$670,104	16,400	0.0%	Shares	Sole	2023-11-13
2023-06-30	$699,952	16,400	0.0%	Shares	Sole	2023-08-14
2023-03-31	$613,032	16,400	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$697,801	16,900	0.0%	Shares	Sole	2023-02-13
2022-09-30	$679,718	16,900	-5.8%	Shares	Sole	2022-11-15
2022-06-30	$702,944	17,946	+0.6%	Shares	Sole	2022-08-11
2022-03-31	$864,477	17,839	0.0%	Shares	Sole	2022-05-16
2021-12-31	$855,915	17,839	0.0%	Shares	Sole	2022-02-14
2021-09-30	$827,907	17,839	-13.8%	Shares	Sole	2021-11-10
2021-06-30	$937,231	20,694	0.0%	Shares	Sole	2021-08-02
2021-03-31	$808,514	20,694	0.0%	Shares	Sole	2021-05-13
2020-12-31	$624,544	20,694	-29.1%	Shares	Sole	2021-01-27
2020-09-30	$686,350	29,194	-5.7%	Shares	Sole	2020-11-12
2020-06-30	$792,627	30,962	+0.9%	Shares	Sole	2020-07-17
2020-03-31	$881,118	30,701	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.