HARBOR INVESTMENT ADVISORY, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1468792
LUTHERVILLE, MD
Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,077,377
+$43,721 QoQ
Shares Held
13,037
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,310
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $29,264,631 across 8 Banks - Diversified names. WFC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,733 | $18,897,742 | |
| 2 | BAC |
Bank Of America Corp /De/
|
121,497 | $6,922,899 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,356 | $1,208,361 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
13,037 | $1,077,377 | |
| 5 | C |
Citigroup Inc
|
6,401 | $895,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,079 | $223,320 | |
| 7 | TD |
Toronto Dominion Bank
|
262 | $31,814 | |
| 8 | UBS |
UBS Group AG
|
146 | $7,235 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,377 | 13,037 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,033,656 | 12,984 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,188,206 | 12,749 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,021,262 | 12,184 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $983,793 | 12,279 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $873,253 | 12,164 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $841,756 | 11,984 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $518,804 | 9,184 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $552,742 | 9,307 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $540,824 | 9,331 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $447,065 | 9,083 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $371,744 | 9,098 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $526,799 | 12,343 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $395,405 | 10,578 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $437,384 | 10,593 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $418,971 | 10,417 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $415,672 | 10,612 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $402,557 | 8,307 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $354,860 | 7,396 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $661,156 | 14,246 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $709,105 | 15,657 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $651,961 | 16,687 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $491,571 | 16,288 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $413,799 | 17,601 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $402,944 | 15,740 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $395,916 | 13,795 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||