Pointe Capital Management LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1640335
GROSSE POINTE FARMS, MI
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$906,312
+$33,230 QoQ
Shares Held
10,967
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,419
of 2,858 holders
Holding Since
Mar 2020
20 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, 2026Pointe Capital Management LLC holds $5,704,161 across 4 Banks - Diversified names. WFC ranks #2 (15.9% of the industry book) .
All Filings in WFC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,312 | 10,967 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $873,082 | 10,967 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,065,462 | 11,432 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,050,348 | 12,531 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,003,983 | 12,531 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $894,503 | 12,460 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $875,190 | 12,460 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $694,601 | 12,296 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $825,283 | 13,896 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $802,514 | 13,846 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $681,500 | 13,846 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $560,394 | 13,715 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $447,499 | 10,485 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $406,320 | 10,870 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $450,762 | 10,917 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $439,081 | 10,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $431,653 | 11,020 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $534,029 | 11,020 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $206,841 | 4,311 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $326,491 | 11,376 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||