Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$176,684
+$6,478 QoQ
Shares Held
2,138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,528
of 2,858 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Wellington Shields & Co., LLC holds $21,177,147 across 6 Banks - Diversified names. WFC ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
48,314 | $15,814,621 | |
| 2 | C |
Citigroup Inc
|
29,073 | $4,069,057 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,740 | $685,451 | |
| 4 | RY |
Royal Bank Of Canada
|
1,526 | $315,836 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
2,138 | $176,684 | |
| 6 | BAC |
Bank Of America Corp /De/
|
2,027 | $115,498 |
All Filings in WFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,684 | 2,138 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $170,206 | 2,138 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $199,261 | 2,138 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $145,679 | 1,738 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||