Goelzer Investment Management, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1550057 CARMEL, IN

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$8,654,556

-$66,480 QoQ

Shares Held

104,726

-4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#537

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $46,119,507 across 4 Banks - Diversified names. WFC ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	74,845	$24,499,013
2	BAC	Bank Of America Corp /De/	221,564	$12,624,716
3	WFC	Wells Fargo & Company/Mn This page	104,726	$8,654,556
4	C	Citigroup Inc	2,438	$341,222

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,654,556	104,726	-4.4%	Shares	Sole	2026-07-15
2026-03-31	$8,721,036	109,547	+3.7%	Shares	Sole	2026-04-09
2025-12-31	$9,845,648	105,640	+7.5%	Shares	Sole	2026-01-14
2025-09-30	$8,237,578	98,277	-1.8%	Shares	Sole	2025-10-14
2025-06-30	$8,018,089	100,076	-0.8%	Shares	Sole	2025-07-09
2025-03-31	$7,239,806	100,847	+128.6%	Shares	Sole	2025-04-29
2024-12-31	$3,098,286	44,110	-2.7%	Shares	Sole	2025-01-21
2024-09-30	$2,560,861	45,333	-7.7%	Shares	Sole	2024-10-04
2024-06-30	$2,916,227	49,103	-4.7%	Shares	Sole	2024-08-09
2024-03-31	$2,984,824	51,498	-7.4%	Shares	Sole	2024-05-02
2023-12-31	$2,737,764	55,623	-2.7%	Shares	Sole	2024-02-08
2023-09-30	$2,335,598	57,161	-3.2%	Shares	Sole	2023-11-13
2023-06-30	$2,520,424	59,054	-4.5%	Shares	Sole	2023-07-27
2023-03-31	$2,310,644	61,815	-23.6%	Shares	Sole	2023-04-28
2022-12-31	$3,342,177	80,944	-8.9%	Shares	Sole	2023-01-20
2022-09-30	$3,574,592	88,876	+12.2%	Shares	Sole	2022-11-14
2022-06-30	$3,102,028	79,194	-7.0%	Shares	Sole	2022-08-01
2022-03-31	$4,127,822	85,180	-8.3%	Shares	Sole	2022-05-10
2021-12-31	$4,455,566	92,863	-2.1%	Shares	Sole	2022-02-11
2021-09-30	$4,401,060	94,830	-10.1%	Shares	Sole	2021-10-29
2021-06-30	$4,778,683	105,513	-4.6%	Shares	Sole	2021-08-12
2021-03-31	$4,320,907	110,594	-1.7%	Shares	Sole	2021-05-06
2020-12-31	$3,393,891	112,455	-10.4%	Shares	Sole	2021-02-12
2020-09-30	$2,950,363	125,494	-0.8%	Shares	Sole	2020-10-27
2020-06-30	$3,237,913	126,481	+123.5%	Shares	Sole	2020-08-12
2020-03-31	$1,624,046	56,587	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.