Van Hulzen Asset Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1600145 EL DORADO HILLS, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$374,441

-$760 QoQ

Shares Held

4,531

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,006

of 2,858 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $22,193,423 across 5 Banks - Diversified names. WFC ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,539	$20,143,560
2	BNY	Bank of New York Mellon Corp	6,118	$884,723
3	BAC	Bank Of America Corp /De/	8,807	$501,822
4	WFC	Wells Fargo & Company/Mn This page	4,531	$374,441
5	C	Citigroup Inc	2,064	$288,877

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,441	4,531	-3.9%	Shares	Sole	2026-08-13
2026-03-31	$375,201	4,713	+83.0%	Shares	Sole	2026-05-14
2025-12-31	$240,083	2,576	+7.7%	Shares	Sole	2026-02-06
2025-09-30	$200,413	2,391	+86.1%	Shares	Sole	2025-11-13
2024-12-31	$90,258	1,285	-92.0%	Shares	Sole	2025-02-10
2020-09-30	$378,463	16,098	-9.8%	Shares	Sole	2020-11-03
2020-06-30	$456,729	17,841	+17.3%	Shares	Sole	2020-08-11
2020-03-31	$436,670	15,215	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.