Baldwin Investment Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$212,550
+$7,794 QoQ
Shares Held
2,572
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,469
of 2,853 holders
Holding Since
Dec 2024
6 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, 2026Baldwin Investment Management, LLC holds $21,305,534 across 4 Banks - Diversified names. WFC ranks #4 (1.0% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,550 | 2,572 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $204,756 | 2,572 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $221,070 | 2,372 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $237,475 | 2,964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $226,712 | 3,158 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $221,466 | 3,153 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||