Boltwood Capital Management

Position in WFC — Wells Fargo & Company/Mn

CIK 1563690 WALNUT CREEK, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,418,102

+$50,005 QoQ

Shares Held

17,160

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,166

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Boltwood Capital Management holds $8,924,431 across 6 Banks - Diversified names. WFC ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	16,944	$5,546,279
2	WFC	Wells Fargo & Company/Mn This page	17,160	$1,418,102
3	C	Citigroup Inc	5,834	$816,526
4	BMO	Bank Of Montreal /Can/	4,400	$777,480
5	BAC	Bank Of America Corp /De/	3,760	$214,244
6	SAN	Banco Santander, S.A.	11,000	$151,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,418,102	17,160	-0.1%	Shares	Sole	2026-07-06
2026-03-31	$1,368,097	17,185	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$1,599,778	17,165	-0.3%	Shares	Sole	2026-01-02
2025-09-30	$1,442,542	17,210	+1.5%	Shares	Sole	2025-10-06
2025-06-30	$1,358,034	16,950	+0.3%	Shares	Sole	2025-07-08
2025-03-31	$1,213,251	16,900	-0.4%	Shares	Sole	2025-04-10
2024-12-31	$1,192,324	16,975	+1.0%	Shares	Sole	2025-01-06
2024-09-30	$949,032	16,800	+0.6%	Shares	Sole	2024-10-02
2024-06-30	$991,813	16,700	0.0%	Shares	Sole	2024-07-08
2024-03-31	$967,932	16,700	0.0%	Shares	Sole	2024-04-04
2023-12-31	$821,974	16,700	0.0%	Shares	Sole	2024-01-05
2023-09-30	$682,362	16,700	0.0%	Shares	Sole	2023-10-10
2023-06-30	$712,756	16,700	-10.7%	Shares	Sole	2023-07-06
2023-03-31	$699,006	18,700	+6.2%	Shares	Sole	2023-04-04
2022-12-31	$726,704	17,600	-4.3%	Shares	Sole	2023-01-06
2022-09-30	$740,048	18,400	-24.6%	Shares	Sole	2022-10-04
2022-06-30	$955,748	24,400	-0.4%	Shares	Sole	2022-07-07
2022-03-31	$1,187,270	24,500	-1.1%	Shares	Sole	2022-04-20
2021-12-31	$1,188,944	24,780	-0.7%	Shares	Sole	2022-01-10
2021-09-30	$1,157,790	24,947	-0.6%	Shares	Sole	2021-10-08
2021-06-30	$1,136,643	25,097	0.0%	Shares	Sole	2021-07-06
2021-03-31	$980,539	25,097	-16.6%	Shares	Sole	2021-04-05
2020-12-31	$907,723	30,077	-10.9%	Shares	Sole	2021-01-04
2020-09-30	$793,580	33,755	-2.9%	Shares	Sole	2020-10-05
2020-06-30	$890,368	34,780	-11.0%	Shares	Sole	2020-07-02
2020-03-31	$1,121,883	39,090	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.