Gilbert & Cook, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1675762 WEST DES MOINES, IA

Position in WFC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,482,422

+$749,790 QoQ

Shares Held

30,039

+38.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#924

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gilbert & Cook, Inc. holds $8,379,945 across 5 Banks - Diversified names. WFC ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,168	$2,673,631
2	WFC	Wells Fargo & Company/Mn This page	30,039	$2,482,422
3	BNY	Bank of New York Mellon Corp	9,357	$1,353,115
4	BAC	Bank Of America Corp /De/	18,593	$1,059,429
5	C	Citigroup Inc	5,797	$811,348

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,482,422	30,039	+38.0%	Shares	Sole	2026-07-28
2026-03-31	$1,732,632	21,764	-11.5%	Shares	Sole	2026-05-05
2025-12-31	$2,291,881	24,591	+12.5%	Shares	Sole	2026-01-07
2025-09-30	$1,831,467	21,850	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,750,461	21,848	-9.8%	Shares	Sole	2025-08-05
2025-03-31	$1,739,328	24,228	-4.6%	Shares	Sole	2025-05-06
2024-12-31	$1,783,323	25,389	+65.2%	Shares	Sole	2025-01-23
2024-09-30	$867,912	15,364	+0.2%	Shares	Sole	2024-11-07
2024-06-30	$910,864	15,337	0.0%	Shares	Sole	2024-08-01
2024-03-31	$888,932	15,337	+0.1%	Shares	Sole	2024-05-02
2023-12-31	$754,345	15,326	-3.2%	Shares	Sole	2024-02-13
2023-09-30	$646,650	15,826	+3.3%	Shares	Sole	2023-11-02
2023-06-30	$654,113	15,326	-14.5%	Shares	Sole	2023-08-14
2023-03-31	$669,961	17,923	-0.6%	Shares	Sole	2023-05-05
2022-12-31	$744,417	18,029	0.0%	Shares	Sole	2023-02-09
2022-09-30	$725,126	18,029	+0.6%	Shares	Sole	2022-11-03
2022-06-30	$702,043	17,923	-37.2%	Shares	Sole	2022-08-05
2022-03-31	$1,382,660	28,532	-2.9%	Shares	Sole	2022-05-02
2021-12-31	$1,409,460	29,376	+2.6%	Shares	Sole	2022-01-19
2021-09-30	$1,329,089	28,638	+0.5%	Shares	Sole	2022-01-20
2021-06-30	$1,290,674	28,498	-29.4%	Shares	Sole	2021-07-13
2021-03-31	$1,577,177	40,368	+0.6%	Shares	Sole	2021-04-14
2020-12-31	$1,211,636	40,147	-0.3%	Shares	Sole	2021-02-11
2020-09-30	$947,006	40,281	+3.1%	Shares	Sole	2020-11-13
2020-06-30	$1,000,192	39,070	-4.4%	Shares	Sole	2020-08-05
2020-03-31	$1,172,768	40,863	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.