Anchor Investment Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1634149
COLUMBIA, SC
Position in WFC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,115,813
-$164,661 QoQ
Shares Held
14,016
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $20,352,308 across 7 Banks - Diversified names. WFC ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,707 | $11,974,371 | |
| 2 | BAC |
Bank Of America Corp /De/
|
78,518 | $3,827,752 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,269 | $2,167,251 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
14,016 | $1,115,813 | |
| 5 | C |
Citigroup Inc
|
8,845 | $1,003,111 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,000 | $259,440 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
211 | $4,570 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,813 | 14,016 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,280,474 | 13,739 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $1,169,037 | 13,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,083,142 | 13,519 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $970,887 | 13,524 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $948,731 | 13,507 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $898,360 | 15,903 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $894,829 | 15,067 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $865,690 | 14,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $737,364 | 14,981 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $608,854 | 14,901 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $666,490 | 15,616 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $522,684 | 13,983 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $497,503 | 12,049 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $465,063 | 11,563 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $414,771 | 10,589 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $498,265 | 10,282 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $506,908 | 10,565 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $479,415 | 10,330 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $446,604 | 9,861 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $311,817 | 7,981 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $280,824 | 9,305 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $328,129 | 13,957 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $424,627 | 16,587 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $592,741 | 20,653 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||