Stone House Investment Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1696497
TUNKHANNOCK, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$44,047
+$4,720 QoQ
Shares Held
533
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,704
of 2,853 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Stone House Investment Management, LLC holds $590,061 across 19 Banks - Diversified names. WFC ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,354 | $443,204 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
533 | $44,047 | |
| 3 | BAC |
Bank Of America Corp /De/
|
378 | $21,538 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
203 | $19,303 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
115 | $16,630 | |
| 6 | SAN |
Banco Santander, S.A.
|
872 | $12,033 | |
| 7 | ING |
Ing Groep NV
|
176 | $5,522 | |
| 8 | RY |
Royal Bank Of Canada
|
24 | $4,967 |
All Filings in WFC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,047 | 533 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $39,327 | 494 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $46,879 | 503 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $41,574 | 496 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $38,537 | 481 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $34,315 | 478 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $26,776 | 474 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,913 | 470 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,067 | 467 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,887 | 465 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $18,836 | 461 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,504 | 457 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,970 | 454 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||