McAdam, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1695490 Philadelphia, PA

Position in WFC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$803,508

+$138,287 QoQ

Shares Held

9,723

+16.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,494

of 2,858 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McAdam, LLC holds $5,430,380 across 5 Banks - Diversified names. WFC ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,014	$2,623,222
2	BAC	Bank Of America Corp /De/	17,007	$969,058
3	WFC	Wells Fargo & Company/Mn This page	9,723	$803,508
4	C	Citigroup Inc	4,840	$677,406
5	BNY	Bank of New York Mellon Corp	2,470	$357,186

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$803,508	9,723	+16.4%	Shares	Sole	2026-08-04
2026-03-31	$665,221	8,356	-8.7%	Shares	Sole	2026-05-08
2025-12-31	$853,246	9,155	-1.0%	Shares	Sole	2026-02-13
2025-09-30	$774,999	9,246	+12.5%	Shares	Sole	2025-10-29
2025-06-30	$658,346	8,217	-3.0%	Shares	Sole	2025-07-15
2025-03-31	$607,845	8,467	+36.1%	Shares	Sole	2025-05-21
2024-12-31	$437,103	6,223	+10.6%	Shares	Sole	2025-01-24
2024-09-30	$317,869	5,627	+0.3%	Shares	Sole	2024-10-22
2024-06-30	$333,118	5,609	+3.3%	Shares	Sole	2024-07-24
2024-03-31	$314,780	5,431	+9.3%	Shares	Sole	2024-04-23
2023-12-31	$244,524	4,968	-2.2%	Shares	Sole	2024-02-05
2023-09-30	$207,609	5,081	+3.4%	Shares	Sole	2023-10-31
2023-06-30	$209,729	4,914	+14.8%	Shares	Sole	2023-08-02
2022-12-31	$205	4,280	-4.5%	Shares	Sole	2023-01-27
2022-03-31	$217,197	4,482	+4.7%	Shares	Sole	2022-04-07
2021-12-31	$205,354	4,280	—	Shares	Sole	2022-01-07
No filing history on record for this holder in this stock.