Wellington Shields Capital Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1506071 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$49,584

+$1,818 QoQ

Shares Held

600

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,696

of 2,859 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellington Shields Capital Management, LLC holds $25,706,569 across 5 Banks - Diversified names. WFC ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	72,948	$23,878,068
2	BNY	Bank of New York Mellon Corp	4,950	$715,819
3	C	Citigroup Inc	4,327	$605,606
4	BAC	Bank Of America Corp /De/	8,029	$457,492
5	WFC	Wells Fargo & Company/Mn This page	600	$49,584

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,584	600	0.0%	Shares	Sole	2026-08-10
2026-03-31	$47,766	600	-27.3%	Shares	Sole	2026-05-04
2025-12-31	$76,890	825	0.0%	Shares	Sole	2026-02-09
2025-09-30	$69,151	825	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.