Essex Financial Services, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1315785 ESSEX, CT

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,699,574

+$81,501 QoQ

Shares Held

20,566

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,070

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $34,774,812 across 6 Banks - Diversified names. WFC ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	63,447	$20,768,106
2	BAC	Bank Of America Corp /De/	117,344	$6,686,261
3	C	Citigroup Inc	17,534	$2,454,058
4	BNY	Bank of New York Mellon Corp	14,455	$2,090,337
5	WFC	Wells Fargo & Company/Mn This page	20,566	$1,699,574
6	TD	Toronto Dominion Bank	8,865	$1,076,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,699,574	20,566	+1.2%	Shares	Defined	2026-08-10
2026-03-31	$1,618,073	20,325	-5.3%	Shares	Defined	2026-04-24
2025-12-31	$1,999,512	21,454	+13.8%	Shares	Defined	2026-02-10
2025-09-30	$1,580,258	18,853	+2.7%	Shares	Defined	2025-11-07
2025-06-30	$1,470,842	18,358	+1.5%	Shares	Defined	2025-07-16
2025-03-31	$1,298,034	18,081	-4.2%	Shares	Defined	2025-04-25
2024-12-31	$1,325,218	18,867	-0.4%	Shares	Defined	2025-01-29
2024-09-30	$1,069,638	18,935	-20.0%	Shares	Defined	2024-10-24
2024-06-30	$1,405,167	23,660	+16.0%	Shares	Defined	2024-08-09
2024-03-31	$1,181,804	20,390	+9.5%	Shares	Sole	2024-04-24
2023-12-31	$916,427	18,619	-29.1%	Shares	Sole	2024-02-06
2023-09-30	$1,073,555	26,274	+47.7%	Shares	Sole	2023-11-15
2023-06-30	$759,447	17,794	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$658,934	17,628	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$729,470	17,667	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$727,780	18,095	+0.0%	Shares	Sole	2022-11-07
2022-06-30	$708,702	18,093	-4.1%	Shares	Sole	2022-08-01
2022-03-31	$914,052	18,862	+6.4%	Shares	Sole	2022-04-21
2021-12-31	$850,781	17,732	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$815,006	17,561	+1.0%	Shares	Sole	2021-11-10
2021-06-30	$787,547	17,389	0.0%	Shares	Sole	2021-07-30
2021-03-31	$679,388	17,389	+5.2%	Shares	Sole	2021-05-11
2020-12-31	$498,664	16,523	+0.7%	Shares	Sole	2021-02-05
2020-09-30	$385,634	16,403	-3.6%	Shares	Sole	2020-11-10
2020-06-30	$435,686	17,019	-14.0%	Shares	Sole	2020-08-06
2020-03-31	$567,772	19,783	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.