Poehling Capital Management, INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 1730815 Madison, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,666,949

+$695,497 QoQ

Shares Held

141,178

+2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#476

of 2,858 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Poehling Capital Management, INC. holds $24,781,232 across 4 Banks - Diversified names. WFC ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	141,178	$11,666,949
2	C	Citigroup Inc	61,847	$8,656,106
3	BAC	Bank Of America Corp /De/	56,354	$3,211,050
4	JPM	Jpmorgan Chase & Co	3,810	$1,247,127

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,666,949	141,178	+2.4%	Shares	Sole	2026-07-20
2026-03-31	$10,971,452	137,815	-0.4%	Shares	Sole	2026-04-21
2025-12-31	$12,899,998	138,412	-0.6%	Shares	Sole	2026-02-06
2025-09-30	$11,666,402	139,184	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$11,282,658	140,822	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$10,221,603	142,382	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$10,053,240	143,127	-0.8%	Shares	Sole	2025-02-18
2024-09-30	$8,148,908	144,254	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$8,683,114	146,205	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$8,585,440	148,127	-0.0%	Shares	Sole	2024-05-10
2023-12-31	$7,294,010	148,192	-0.3%	Shares	Sole	2024-02-13
2023-09-30	$6,073,675	148,646	+0.2%	Shares	Sole	2023-11-15
2023-06-30	$6,328,419	148,276	-2.2%	Shares	Sole	2023-08-14
2023-03-31	$5,668,415	151,643	-0.1%	Shares	Sole	2023-05-11
2022-12-31	$6,269,927	151,851	+0.6%	Shares	Sole	2023-02-13
2022-09-30	$6,073,220	151,000	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$5,925,794	151,284	-0.5%	Shares	Sole	2022-08-09
2022-03-31	$7,370,862	152,102	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$7,290,369	151,946	-0.4%	Shares	Sole	2022-01-10
2021-09-30	$7,079,102	152,534	-5.4%	Shares	Sole	2021-11-12
2021-06-30	$7,299,751	161,178	-0.6%	Shares	Sole	2021-08-13
2021-03-31	$6,335,473	162,157	-1.0%	Shares	Sole	2021-05-11
2020-12-31	$4,942,669	163,773	+28.1%	Shares	Sole	2021-02-16
2020-09-30	$3,005,612	127,844	+29.4%	Shares	Sole	2020-11-10
2020-06-30	$2,529,587	98,812	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.