Morse Asset Management, Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 1705711 DARIEN, CT

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$50,575

-$4,355 QoQ

Shares Held

612

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,691

of 2,859 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morse Asset Management, Inc holds $4,169,709 across 6 Banks - Diversified names. WFC ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	11,664	$1,686,731
2	JPM	Jpmorgan Chase & Co	4,730	$1,548,270
3	C	Citigroup Inc	5,606	$784,615
4	BAC	Bank Of America Corp /De/	1,558	$88,774
5	WFC	Wells Fargo & Company/Mn This page	612	$50,575
6	BCS	Barclays PLC	400	$10,744

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,575	612	-11.3%	Shares	Sole	2026-08-13
2026-03-31	$54,930	690	-0.9%	Shares	Sole	2026-05-14
2025-12-31	$64,867	696	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$58,254	695	0.0%	Shares	Sole	2025-11-14
2025-06-30	$55,683	695	+184.8%	Shares	Sole	2025-08-15
2025-03-31	$17,516	244	+103.3%	Shares	Sole	2025-05-05
2024-12-31	$8,428	120	-98.6%	Shares	Sole	2025-02-14
2024-09-30	$486,604	8,614	—	Shares	Sole	2024-11-20
No filing history on record for this holder in this stock.