McKinley Carter Wealth Services, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1484265
WHEELING, WV
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,053,851
+$183,574 QoQ
Shares Held
24,853
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,003
of 2,859 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $20,818,543 across 4 Banks - Diversified names. WFC ranks #4 (9.9% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,053,851 | 24,853 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,870,277 | 23,493 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,100,262 | 22,535 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,814,619 | 21,649 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,720,416 | 21,473 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $335,331 | 4,671 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $264,383 | 3,764 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $208,815 | 3,516 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $202,570 | 3,495 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||