Edgemoor Investment Advisors, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1313792 BETHESDA, MD

Position in WFC

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

Position Value

$239,986

+$7,366 QoQ

Shares Held

2,904

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,371

of 2,858 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgemoor Investment Advisors, Inc. holds $26,403,650 across 5 Banks - Diversified names. WFC ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	147,759	$20,680,349
2	BNY	Bank of New York Mellon Corp	18,610	$2,691,192
3	JPM	Jpmorgan Chase & Co	7,132	$2,334,517
4	BAC	Bank Of America Corp /De/	8,031	$457,606
5	WFC	Wells Fargo & Company/Mn This page	2,904	$239,986

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,986	2,904	-0.6%	Shares	Sole	2026-08-07
2026-03-31	$232,620	2,922	0.0%	Shares	Sole	2026-05-13
2025-12-31	$272,330	2,922	-13.0%	Shares	Sole	2026-02-10
2025-09-30	$281,383	3,357	+14.9%	Shares	Sole	2025-11-06
2025-06-30	$234,110	2,922	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$208,478	2,904	0.0%	Shares	Sole	2025-05-05
2024-12-31	$203,976	2,904	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.