Bedel Financial Consulting, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1730511
INDIANAPOLIS, IN
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$672,276
-$2,179 QoQ
Shares Held
8,135
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,608
of 2,859 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bedel Financial Consulting, Inc. holds $12,323,633 across 4 Banks - Diversified names. WFC ranks #3 (5.5% of the industry book) .
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,276 | 8,135 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $674,455 | 8,472 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $813,915 | 8,733 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $708,446 | 8,452 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $675,732 | 8,434 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $650,776 | 9,065 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $624,925 | 8,897 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $442,147 | 7,827 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $585,407 | 9,857 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $570,210 | 9,838 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $483,291 | 9,819 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $400,182 | 9,794 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $416,898 | 9,768 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $364,305 | 9,746 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $407,325 | 9,865 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $194,809 | 4,020 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $192,207 | 4,006 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $186,846 | 4,026 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $181,748 | 4,013 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $156,553 | 4,007 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $46,748 | 1,549 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $65,804 | 2,799 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $71,654 | 2,799 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $88,797 | 3,094 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||