Linscomb Wealth, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1313294 Houston, TX

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$321,304

-$427,826 QoQ

Shares Held

3,888

-58.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,139

of 2,858 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $51,196,702 across 5 Banks - Diversified names. WFC ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,170	$22,968,746
2	C	Citigroup Inc	101,671	$14,229,873
3	BAC	Bank Of America Corp /De/	232,749	$13,262,038
4	BNY	Bank of New York Mellon Corp	2,868	$414,741
5	WFC	Wells Fargo & Company/Mn This page	3,888	$321,304

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,304	3,888	-58.7%	Shares	Sole	2026-07-31
2026-03-31	$749,130	9,410	+0.8%	Shares	Sole	2026-05-11
2025-12-31	$870,115	9,336	-10.5%	Shares	Sole	2026-02-10
2025-09-30	$874,158	10,429	+10.2%	Shares	Sole	2025-11-05
2025-06-30	$758,496	9,467	-1.2%	Shares	Sole	2025-08-04
2025-03-31	$688,107	9,585	+0.9%	Shares	Sole	2025-05-12
2024-12-31	$667,560	9,504	+2.1%	Shares	Sole	2025-02-05
2024-09-30	$526,034	9,312	-1.9%	Shares	Sole	2024-11-06
2024-06-30	$563,729	9,492	+2.0%	Shares	Sole	2024-08-07
2024-03-31	$539,259	9,304	-1.7%	Shares	Sole	2024-05-14
2023-12-31	$465,818	9,464	+8.2%	Shares	Sole	2024-02-06
2023-09-30	$357,443	8,748	-14.2%	Shares	Sole	2023-10-10
2023-06-30	$435,250	10,198	+103.8%	Shares	Sole	2023-08-09
2022-03-31	$242,542	5,005	+8.7%	Shares	Sole	2022-05-17
2021-12-31	$220,947	4,605	+0.0%	Shares	Sole	2022-02-10
2021-09-30	$213,671	4,604	-22.1%	Shares	Sole	2021-11-03
2021-06-30	$267,754	5,912	+5.3%	Shares	Sole	2021-08-10
2021-03-31	$219,260	5,612	-79.6%	Shares	Sole	2021-05-12
2020-06-30	$702,668	27,448	-75.4%	Shares	Sole	2020-08-11
2020-03-31	$3,199,016	111,464	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.