GRIMES & Co WEALTH MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1321993
WESTBOROUGH, MA
Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,054,209
+$89,135 QoQ
Shares Held
36,958
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#839
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $61,333,681 across 7 Banks - Diversified names. WFC ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
93,017 | $30,447,254 | |
| 2 | BAC |
Bank Of America Corp /De/
|
283,606 | $16,159,869 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
39,994 | $5,783,531 | |
| 4 | TD |
Toronto Dominion Bank
|
29,985 | $3,641,077 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
36,958 | $3,054,209 | |
| 6 | C |
Citigroup Inc
|
13,391 | $1,874,203 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,068 | $373,538 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,054,209 | 36,958 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,965,074 | 37,245 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,588,386 | 38,502 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,263,280 | 38,932 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,723,839 | 33,997 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,297,997 | 32,010 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,274,230 | 32,378 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,789,490 | 31,678 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,824,995 | 30,729 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,789,051 | 30,867 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,533,203 | 31,150 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,147,267 | 28,078 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,167,041 | 27,344 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,155,228 | 30,905 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,274,002 | 30,855 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,302,001 | 32,372 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,267,854 | 32,368 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,578,923 | 32,582 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,563,284 | 32,582 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,509,113 | 32,517 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,478,763 | 32,651 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,289,739 | 33,011 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $734,460 | 24,336 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $650,286 | 27,660 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $791,552 | 30,920 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $868,059 | 30,246 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||