Lipe & Dalton

Position in WFC — Wells Fargo & Company/Mn

CIK 1570396 SYRACUSE, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,226,212

+$44,959 QoQ

Shares Held

14,838

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,231

of 2,858 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lipe & Dalton holds $9,822,967 across 3 Banks - Diversified names. WFC ranks #2 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CM	Canadian Imperial Bank Of Commerce /Can/	74,660	$8,585,900
2	WFC	Wells Fargo & Company/Mn This page	14,838	$1,226,212
3	BNS	Bank Of Nova Scotia	125	$10,855

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,226,212	14,838	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,181,253	14,838	0.0%	Shares	Sole	2026-04-30
2025-12-31	$1,382,901	14,838	-6.8%	Shares	Sole	2026-01-26
2025-09-30	$1,334,246	15,918	-0.3%	Shares	Sole	2026-01-26
2025-06-30	$1,279,356	15,968	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,146,342	15,968	-3.0%	Shares	Sole	2025-05-05
2024-12-31	$1,156,712	16,468	0.0%	Shares	Sole	2025-02-03
2024-09-30	$930,277	16,468	0.0%	Shares	Sole	2024-11-04
2024-06-30	$978,034	16,468	+1.0%	Shares	Sole	2024-08-02
2024-03-31	$944,748	16,300	-5.8%	Shares	Sole	2024-05-07
2023-12-31	$851,506	17,300	0.0%	Shares	Sole	2024-01-30
2023-09-30	$706,878	17,300	0.0%	Shares	Sole	2023-11-03
2023-06-30	$738,364	17,300	-1.7%	Shares	Sole	2023-07-26
2023-03-31	$657,888	17,600	0.0%	Shares	Sole	2023-05-02
2022-12-31	$726,704	17,600	+5.1%	Shares	Sole	2023-02-03
2022-09-30	$673,685	16,750	+6.3%	Shares	Sole	2022-11-07
2022-06-30	$616,927	15,750	+57.5%	Shares	Sole	2022-08-01
2022-03-31	$484,600	10,000	+14.9%	Shares	Sole	2022-04-26
2021-12-31	$417,426	8,700	0.0%	Shares	Sole	2022-02-01
2021-09-30	$403,767	8,700	-5.9%	Shares	Sole	2021-11-01
2021-06-30	$418,932	9,250	+8.2%	Shares	Sole	2021-08-02
2021-03-31	$334,048	8,550	+19.6%	Shares	Sole	2021-04-30
2020-12-31	$215,787	7,150	-51.3%	Shares	Sole	2021-01-29
2020-09-30	$345,479	14,695	0.0%	Shares	Sole	2020-10-30
2020-06-30	$376,192	14,695	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.