Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,988,830
+$10,741,398 QoQ
Shares Held
181,375
+240.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#431
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Brookstone Capital Management holds $107,332,529 across 10 Banks - Diversified names. WFC ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
142,934 | $46,786,586 | |
| 2 | C |
Citigroup Inc
|
138,923 | $19,443,663 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
181,375 | $14,988,830 | |
| 4 | BAC |
Bank Of America Corp /De/
|
261,414 | $14,895,369 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,451 | $7,874,159 | |
| 6 | TD |
Toronto Dominion Bank
|
7,854 | $953,711 | |
| 7 | RY |
Royal Bank Of Canada
|
3,878 | $802,629 | |
| 8 | ING |
Ing Groep NV
|
21,935 | $688,320 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,988,830 | 181,375 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,247,432 | 53,353 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,582,364 | 49,167 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,906,263 | 46,603 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,528,324 | 44,038 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,916,827 | 40,630 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,241,562 | 17,676 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $901,015 | 15,950 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $953,922 | 16,062 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,128,828 | 19,476 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $896,443 | 18,213 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $748,146 | 18,310 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $835,546 | 19,577 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $683,568 | 18,287 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $739,173 | 17,902 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $680,562 | 16,921 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $633,535 | 16,174 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,278,423 | 26,381 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $759,571 | 15,831 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $735,366 | 15,845 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $688,272 | 15,197 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $359,951 | 9,213 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $291,448 | 9,657 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $298,953 | 12,716 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,266,086 | 88,519 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,480,397 | 86,425 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||