Manchester Capital Management LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1393389
MANCHESTER, VT
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$718,554
+$28,177 QoQ
Shares Held
8,695
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,561
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Manchester Capital Management LLC holds $9,993,300 across 15 Banks - Diversified names. WFC ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,288 | $4,349,561 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
8,411 | $1,216,314 | |
| 3 | C |
Citigroup Inc
|
8,245 | $1,153,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,483 | $882,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
8,695 | $718,554 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,981 | $378,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,305 | $230,593 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,927 | $221,605 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,554 | 8,695 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $690,377 | 8,672 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $785,489 | 8,428 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $793,104 | 9,462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,033,467 | 12,899 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $671,164 | 9,349 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $628,858 | 8,953 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $495,869 | 8,778 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $521,919 | 8,788 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $535,550 | 9,240 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $455,088 | 9,246 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $359,976 | 8,810 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $376,010 | 8,810 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,317 | 8,810 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $363,764 | 8,810 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $375,373 | 9,333 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $424,485 | 10,837 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $857,257 | 17,690 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $827,031 | 17,237 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $833,013 | 17,949 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $758,562 | 16,749 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $628,167 | 16,078 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $297,242 | 9,849 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $228,352 | 9,713 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $543,488 | 21,230 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $278,763 | 9,713 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||