Edgestream Partners, L.P.

Position in WFC — Wells Fargo & Company/Mn

CIK 1535061 Princeton, NJ

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,481,322

+$1,124,272 QoQ

Shares Held

17,925

+299.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,145

of 2,859 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgestream Partners, L.P. holds $23,939,221 across 6 Banks - Diversified names. WFC ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	77,140	$11,155,215
2	JPM	Jpmorgan Chase & Co	24,323	$7,961,647
3	C	Citigroup Inc	13,224	$1,850,831
4	WFC	Wells Fargo & Company/Mn This page	17,925	$1,481,322
5	RY	Royal Bank Of Canada	3,728	$771,584
6	TD	Toronto Dominion Bank	5,918	$718,622

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,481,322	17,925	+299.7%	Shares	Sole	2026-08-11
2026-03-31	$357,050	4,485	-49.2%	Shares	Sole	2026-05-18
2025-12-31	$822,490	8,825	+53.4%	Shares	Sole	2026-02-13
2025-09-30	$482,216	5,753	-93.5%	Shares	Sole	2025-11-12
2025-06-30	$7,129,558	88,986	+412.8%	Shares	Sole	2025-08-13
2024-12-31	$1,218,944	17,354	+279.1%	Shares	Sole	2025-02-07
2024-06-30	$271,887	4,578	-92.0%	Shares	Sole	2024-08-09
2023-12-31	$2,825,769	57,411	+99.0%	Shares	Sole	2024-02-14
2023-09-30	$1,178,606	28,845	+44.4%	Shares	Sole	2023-11-15
2022-03-31	$968,085	19,977	-75.6%	Shares	Sole	2022-05-13
2021-12-31	$3,930,521	81,920	-11.9%	Shares	Sole	2022-02-15
2021-09-30	$4,316,454	93,007	+286.4%	Shares	Sole	2021-11-15
2021-06-30	$1,090,085	24,069	+206.3%	Shares	Sole	2021-08-10
2020-12-31	$237,124	7,857	-96.6%	Shares	Sole	2021-02-11
2020-06-30	$5,954,739	232,607	+92.0%	Shares	Sole	2020-08-11
2020-03-31	$3,476,316	121,126	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.