Morningstar Investment Management LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1673385 CHICAGO, IL

Position in WFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,142,524

+$78,556 QoQ

Shares Held

25,926

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#990

of 2,859 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morningstar Investment Management LLC holds $10,778,461 across 5 Banks - Diversified names. WFC ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank	23,553	$2,860,040
2	BAC	Bank Of America Corp /De/	38,527	$2,195,268
3	WFC	Wells Fargo & Company/Mn This page	25,926	$2,142,524
4	BMO	Bank Of Montreal /Can/	10,675	$1,886,272
5	UBS	UBS Group AG	34,188	$1,694,357

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,142,524	25,926	0.0%	Shares	Sole	2026-07-21
2026-03-31	$2,063,968	25,926	+1.0%	Shares	Sole	2026-05-14
2025-12-31	$2,392,816	25,674	-71.8%	Shares	Sole	2026-02-09
2025-09-30	$7,623,848	90,955	+678.5%	Shares	Sole	2025-11-17
2025-06-30	$936,041	11,683	+11.7%	Shares	Sole	2025-07-28
2025-03-31	$751,138	10,463	-16.2%	Shares	Sole	2025-05-07
2024-12-31	$876,876	12,484	-75.4%	Shares	Sole	2025-02-03
2024-09-30	$2,860,992	50,646	-33.5%	Shares	Sole	2024-11-12
2024-06-30	$4,521,241	76,128	-22.2%	Shares	Sole	2024-08-08
2024-03-31	$5,668,545	97,801	-2.6%	Shares	Sole	2024-05-13
2023-12-31	$4,941,491	100,396	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.