MCDONALD PARTNERS LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1331074 Cleveland, OH

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$74,954

New position

Shares Held

907

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,645

of 2,858 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $13,565,739 across 4 Banks - Diversified names. WFC ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,608	$9,364,256
2	C	Citigroup Inc	25,305	$3,541,687
3	BAC	Bank Of America Corp /De/	10,264	$584,842
4	WFC	Wells Fargo & Company/Mn This page	907	$74,954

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,954	907	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.