Joel Isaacson & Co., LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1599330 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,794,359

+$94,981 QoQ

Shares Held

58,015

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#691

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Joel Isaacson & Co., LLC holds $35,452,874 across 5 Banks - Diversified names. WFC ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,713	$20,200,516
2	BNY	Bank of New York Mellon Corp	38,835	$5,615,929
3	WFC	Wells Fargo & Company/Mn This page	58,015	$4,794,359
4	BAC	Bank Of America Corp /De/	66,313	$3,778,514
5	C	Citigroup Inc	7,599	$1,063,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,794,359	58,015	-1.7%	Shares	Sole	2026-08-04
2026-03-31	$4,699,378	59,030	-0.3%	Shares	Sole	2026-04-23
2025-12-31	$5,516,414	59,189	+3.2%	Shares	Sole	2026-01-30
2025-09-30	$4,805,232	57,328	+22.9%	Shares	Sole	2025-10-30
2025-06-30	$3,735,995	46,630	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$3,362,930	46,844	+3.0%	Shares	Sole	2025-04-25
2024-12-31	$3,194,304	45,477	+0.7%	Shares	Sole	2025-01-28
2024-09-30	$2,550,862	45,156	+0.7%	Shares	Sole	2024-10-23
2024-06-30	$2,663,225	44,843	+0.4%	Shares	Sole	2024-07-24
2024-03-31	$2,588,899	44,667	+38.8%	Shares	Sole	2024-04-30
2023-12-31	$1,583,998	32,182	+14.9%	Shares	Sole	2024-02-12
2023-09-30	$1,144,815	28,018	+1.5%	Shares	Sole	2023-10-24
2023-06-30	$1,178,266	27,607	-20.5%	Shares	Sole	2023-07-27
2023-03-31	$1,297,235	34,704	+24.7%	Shares	Sole	2023-04-25
2022-12-31	$1,149,100	27,830	+7.7%	Shares	Sole	2023-01-27
2022-09-30	$1,038,882	25,830	+1.2%	Shares	Sole	2022-10-14
2022-06-30	$999,775	25,524	+11.2%	Shares	Sole	2022-07-15
2022-03-31	$1,111,866	22,944	-4.2%	Shares	Sole	2022-04-21
2021-12-31	$1,148,785	23,943	-0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,111,565	23,951	+92.4%	Shares	Sole	2021-10-21
2021-06-30	$563,905	12,451	+16.8%	Shares	Sole	2021-07-20
2021-03-31	$416,486	10,660	-24.7%	Shares	Sole	2021-04-23
2020-12-31	$427,378	14,161	+0.3%	Shares	Sole	2021-01-22
2020-09-30	$331,890	14,117	-17.5%	Shares	Sole	2020-10-14
2020-06-30	$437,811	17,102	-21.4%	Shares	Sole	2020-07-21
2020-03-31	$624,856	21,772	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.