Madrona Financial Services, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1578370 EVERETT, WA

Position in WFC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$321,634

+$11,315 QoQ

Shares Held

3,892

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,137

of 2,859 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Madrona Financial Services, LLC holds $1,406,870 across 4 Banks - Diversified names. WFC ranks #3 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,506	$492,958
2	BAC	Bank Of America Corp /De/	6,358	$362,278
3	WFC	Wells Fargo & Company/Mn This page	3,892	$321,634
4	CM	Canadian Imperial Bank Of Commerce /Can/	2,000	$230,000

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,634	3,892	-0.2%	Shares	Sole	2026-07-17
2026-03-31	$310,319	3,898	+0.1%	Shares	Sole	2026-04-14
2025-12-31	$362,827	3,893	+0.8%	Shares	Sole	2026-01-22
2025-09-30	$323,712	3,862	+0.8%	Shares	Sole	2025-10-22
2025-06-30	$306,859	3,830	+5.9%	Shares	Sole	2025-07-18
2025-03-31	$259,736	3,618	-1.4%	Shares	Sole	2025-04-23
2024-12-31	$257,640	3,668	+5.5%	Shares	Sole	2025-01-17
2024-06-30	$206,439	3,476	+0.1%	Shares	Sole	2024-07-19
2024-03-31	$201,353	3,474	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.