Position in WFC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$599,861
-$91,962 QoQ
Shares Held
7,535
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $11,505,094 across 15 Banks - Diversified names. WFC ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,766 | $7,285,166 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,179 | $1,909,976 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
7,000 | $830,410 | |
| 4 | C |
Citigroup Inc
|
6,776 | $768,466 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
7,535 | $599,861 | |
| 6 | TD |
Toronto Dominion Bank
|
407 | $37,977 | |
| 7 | RY |
Royal Bank Of Canada
|
95 | $15,369 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,317 | $14,855 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $599,861 | 7,535 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $691,823 | 7,423 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $622,195 | 7,423 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $594,730 | 7,423 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $532,825 | 7,422 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $501,724 | 7,143 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $403,508 | 7,143 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $431,290 | 7,262 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $234,853 | 4,052 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $204,361 | 4,152 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $140,313 | 3,434 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $142,295 | 3,334 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $135,838 | 3,634 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $150,047 | 3,634 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $147,486 | 3,667 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $133,843 | 3,417 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $187,152 | 3,862 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $185,298 | 3,862 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||