Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$814,004
+$29,846 QoQ
Shares Held
9,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,490
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beaton Management Co. Inc. holds $21,952,742 across 6 Banks - Diversified names. WFC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
70,456 | $8,555,472 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,704 | $7,104,370 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,020 | $4,616,519 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
9,850 | $814,004 | |
| 5 | C |
Citigroup Inc
|
3,966 | $555,081 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,125 | $307,296 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,004 | 9,850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $784,158 | 9,850 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $918,020 | 9,850 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $825,627 | 9,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $793,188 | 9,900 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $710,721 | 9,900 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $695,376 | 9,900 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $559,251 | 9,900 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $587,961 | 9,900 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $579,600 | 10,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $511,888 | 10,400 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $451,503 | 11,050 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $488,600 | 11,448 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $427,926 | 11,448 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $472,687 | 11,448 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $466,873 | 11,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $438,429 | 11,193 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $542,412 | 11,193 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $522,262 | 10,885 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $528,377 | 11,385 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $515,626 | 11,385 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $472,160 | 12,085 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $431,121 | 14,285 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $340,542 | 14,485 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $322,176 | 12,585 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $329,619 | 11,485 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||