Hartford Financial Management Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1352526
WEST HARTFORD, CT
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$528,896
+$19,392 QoQ
Shares Held
6,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,774
of 2,859 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, 2026Hartford Financial Management Inc. holds $13,481,636 across 7 Banks - Diversified names. WFC ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,642 | $9,375,385 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,307 | $3,379,312 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
6,400 | $528,896 | |
| 4 | C |
Citigroup Inc
|
721 | $100,911 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
280 | $40,490 | |
| 6 | ING |
Ing Groep NV
|
1,124 | $35,271 | |
| 7 | TD |
Toronto Dominion Bank
|
176 | $21,371 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,896 | 6,400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $509,504 | 6,400 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $596,480 | 6,400 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $536,448 | 6,400 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $755,291 | 9,427 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $688,825 | 9,595 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $673,952 | 9,595 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $542,021 | 9,595 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $569,847 | 9,595 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $556,126 | 9,595 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $472,265 | 9,595 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $392,051 | 9,595 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $409,514 | 9,595 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $358,661 | 9,595 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $396,177 | 9,595 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $385,910 | 9,595 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $375,836 | 9,595 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $464,973 | 9,595 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $460,368 | 9,595 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $445,303 | 9,595 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $434,557 | 9,595 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $374,876 | 9,595 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $291,086 | 9,645 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $229,998 | 9,783 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $257,587 | 10,062 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,254,764 | 43,720 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||