Ballast, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1730477 Lexington, KY

Position in WFC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$355,599

+$13,038 QoQ

Shares Held

4,303

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,057

of 2,858 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballast, Inc. holds $7,055,441 across 4 Banks - Diversified names. WFC ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,817	$5,177,378
2	BAC	Bank Of America Corp /De/	14,875	$847,577
3	C	Citigroup Inc	4,822	$674,887
4	WFC	Wells Fargo & Company/Mn This page	4,303	$355,599

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,599	4,303	0.0%	Shares	Sole	2026-07-10
2026-03-31	$342,561	4,303	-6.5%	Shares	Sole	2026-05-15
2025-12-31	$428,813	4,601	+7.1%	Shares	Sole	2026-02-03
2025-09-30	$360,006	4,295	0.0%	Shares	Sole	2025-11-07
2025-06-30	$344,115	4,295	-24.5%	Shares	Sole	2025-11-07
2025-03-31	$408,485	5,690	0.0%	Shares	Sole	2025-05-12
2024-12-31	$399,665	5,690	-0.1%	Shares	Sole	2025-01-16
2024-09-30	$321,710	5,695	-2.0%	Shares	Sole	2024-10-16
2024-06-30	$345,234	5,813	+2.2%	Shares	Sole	2024-07-15
2024-03-31	$329,792	5,690	0.0%	Shares	Sole	2024-05-06
2023-12-31	$280,061	5,690	0.0%	Shares	Sole	2024-01-18
2023-09-30	$232,493	5,690	0.0%	Shares	Sole	2023-10-18
2023-06-30	$242,849	5,690	0.0%	Shares	Sole	2023-07-19
2023-03-31	$212,692	5,690	0.0%	Shares	Sole	2023-04-19
2022-12-31	$234,940	5,690	-24.7%	Shares	Sole	2023-01-26
2022-09-30	$303,862	7,555	0.0%	Shares	Sole	2022-10-18
2022-06-30	$295,929	7,555	-0.5%	Shares	Sole	2022-07-14
2022-03-31	$368,102	7,596	+0.5%	Shares	Sole	2022-04-18
2021-12-31	$362,584	7,557	-47.9%	Shares	Sole	2022-01-18
2020-09-30	$340,800	14,496	+0.2%	Shares	Sole	2020-10-14
2020-06-30	$370,304	14,465	+22.3%	Shares	Sole	2020-08-11
2020-03-31	$339,434	11,827	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.