Buckley Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1730126 Las Vegas, NV

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$206,600

-$26,400 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,490

of 2,858 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Buckley Wealth Management, LLC holds $24,042,442 across 4 Banks - Diversified names. WFC ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,992	$19,637,181
2	BAC	Bank Of America Corp /De/	40,416	$2,302,903
3	C	Citigroup Inc	13,545	$1,895,758
4	WFC	Wells Fargo & Company/Mn This page	2,500	$206,600

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,600	2,500	0.0%	Shares	Sole	2026-08-07
2025-12-31	$233,000	2,500	0.0%	Shares	Sole	2026-02-12
2025-09-30	$209,550	2,500	0.0%	Shares	Sole	2025-11-14
2025-06-30	$200,300	2,500	-16.7%	Shares	Sole	2025-08-11
2025-03-31	$215,370	3,000	0.0%	Shares	Sole	2025-05-15
2024-12-31	$210,720	3,000	-42.0%	Shares	Sole	2025-02-10
2022-12-31	$213,428	5,169	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$211,074	5,248	-2.9%	Shares	Sole	2022-11-14
2022-06-30	$211,674	5,404	-0.4%	Shares	Sole	2022-08-04
2022-03-31	$262,847	5,424	+12.3%	Shares	Sole	2022-05-06
2021-12-31	$231,647	4,828	-33.9%	Shares	Sole	2022-02-02
2020-03-31	$209,682	7,306	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.