Samalin Investment Counsel, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1544366
CHAPPAQUA, NY
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$472,866
+$84,449 QoQ
Shares Held
5,722
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,847
of 2,853 holders
Holding Since
Mar 2020
22 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, 2026Samalin Investment Counsel, LLC holds $9,264,496 across 7 Banks - Diversified names. WFC ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
72,309 | $4,120,166 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,381 | $2,743,352 | |
| 3 | C |
Citigroup Inc
|
5,779 | $808,828 | |
| 4 | ING |
Ing Groep NV
|
17,433 | $547,047 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
5,722 | $472,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,971 | $377,602 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,104 | $194,635 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,866 | 5,722 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $388,417 | 4,879 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $455,282 | 4,885 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $415,495 | 4,957 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $370,474 | 4,624 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $348,253 | 4,851 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $315,869 | 4,497 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $247,878 | 4,388 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $259,177 | 4,364 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $251,836 | 4,345 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $212,778 | 4,323 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $207,126 | 4,853 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $201,990 | 4,892 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $261,635 | 5,399 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $258,228 | 5,382 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $250,010 | 5,387 | Shares | Sole | 2022-10-14 | |
| 2021-06-30 | $243,252 | 5,371 | Shares | Sole | 2022-10-14 | |
| 2021-03-31 | $291,970 | 7,473 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $261,298 | 8,658 | Shares | Sole | 2022-10-14 | |
| 2020-09-30 | $280,098 | 11,914 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $393,830 | 15,384 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $274,113 | 9,551 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||