Douglas Lane & Associates, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1672594 NEW YORK, NY

Position in WFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$625,584

+$58,522 QoQ

Shares Held

7,570

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,652

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $317,967,974 across 5 Banks - Diversified names. WFC ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	581,483	$190,336,830
2	BAC	Bank Of America Corp /De/	1,202,334	$68,508,991
3	C	Citigroup Inc	415,680	$58,178,572
4	WFC	Wells Fargo & Company/Mn This page	7,570	$625,584
5	BNY	Bank of New York Mellon Corp	2,199	$317,997

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,584	7,570	+6.3%	Shares	Sole	2026-07-14
2026-03-31	$567,062	7,123	-7.1%	Shares	Sole	2026-04-15
2025-12-31	$714,284	7,664	+8.6%	Shares	Sole	2026-01-22
2025-09-30	$591,601	7,058	-18.3%	Shares	Sole	2025-10-10
2025-06-30	$692,236	8,640	+26.6%	Shares	Sole	2025-07-07
2025-03-31	$489,823	6,823	-35.8%	Shares	Sole	2025-04-09
2024-12-31	$746,791	10,632	-6.6%	Shares	Sole	2025-01-08
2024-09-30	$643,364	11,389	-1.6%	Shares	Sole	2024-10-10
2024-06-30	$687,320	11,573	+1.5%	Shares	Sole	2024-07-08
2024-03-31	$661,091	11,406	+8.0%	Shares	Sole	2024-04-11
2023-12-31	$519,960	10,564	-1.1%	Shares	Sole	2024-01-17
2023-09-30	$436,343	10,679	-8.5%	Shares	Sole	2023-10-16
2023-06-30	$498,160	11,672	-0.8%	Shares	Sole	2023-07-19
2023-03-31	$439,700	11,763	+1.2%	Shares	Sole	2023-04-17
2022-12-31	$479,996	11,625	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$455,491	11,325	-0.7%	Shares	Sole	2022-10-14
2022-06-30	$446,890	11,409	-1.9%	Shares	Sole	2022-07-18
2022-03-31	$563,347	11,625	+6.9%	Shares	Sole	2022-04-25
2021-12-31	$521,878	10,877	-12.4%	Shares	Sole	2022-01-25
2021-09-30	$575,994	12,411	+2.6%	Shares	Sole	2021-10-21
2021-06-30	$547,646	12,092	+1.4%	Shares	Sole	2021-07-19
2021-03-31	$465,753	11,921	-0.2%	Shares	Sole	2021-04-19
2020-12-31	$360,530	11,946	-11.7%	Shares	Sole	2021-01-14
2020-09-30	$318,160	13,533	-25.4%	Shares	Sole	2020-10-19
2020-06-30	$464,153	18,131	-11.5%	Shares	Sole	2020-07-28
2020-03-31	$587,718	20,478	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.