Vest Financial, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1709632 MCLEAN, VA

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$39,200,696

+$20,011,264 QoQ

Shares Held

474,355

+96.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#273

of 2,858 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $299,261,811 across 5 Banks - Diversified names. WFC ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	255,362	$83,587,643
2	BNY	Bank of New York Mellon Corp	528,232	$76,387,628
3	BAC	Bank Of America Corp /De/	1,339,065	$76,299,923
4	WFC	Wells Fargo & Company/Mn This page	474,355	$39,200,696
5	C	Citigroup Inc	169,948	$23,785,921

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,200,696	474,355	+96.8%	Shares	Defined	2026-07-24
2026-03-31	$19,189,432	241,043	+315.7%	Shares	Defined	2026-04-24
2025-12-31	$5,403,829	57,981	+23.4%	Shares	Sole	2026-01-30
2025-09-30	$3,939,037	46,994	+23.8%	Shares	Sole	2025-10-30
2025-06-30	$3,041,194	37,958	+39.3%	Shares	Sole	2025-07-25
2025-03-31	$1,956,708	27,256	+73.5%	Shares	Sole	2025-04-11
2024-12-31	$1,103,400	15,709	+6.2%	Shares	Sole	2025-01-28
2024-09-30	$835,656	14,793	+197.2%	Shares	Sole	2024-10-18
2024-06-30	$295,584	4,977	-1.8%	Shares	Sole	2024-08-08
2024-03-31	$293,857	5,070	—	Shares	Defined	2024-04-30
No filing history on record for this holder in this stock.