Hamilton Point Investment Advisors, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1599746
CHAPEL HILL, NC
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$162,635
+$5,963 QoQ
Shares Held
1,968
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,544
of 2,859 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hamilton Point Investment Advisors, LLC holds $10,245,673 across 4 Banks - Diversified names. WFC ranks #4 (1.6% of the industry book) .
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,635 | 1,968 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $156,672 | 1,968 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $183,417 | 1,968 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||