Essex Bank

Bank

Position in WFC — Wells Fargo & Company/Mn

CIK 1752212 Essex, CT

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,328,519

+$40,987 QoQ

Shares Held

16,076

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,188

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Essex Bank holds $12,360,205 across 6 Banks - Diversified names. WFC ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,346	$8,951,165
2	WFC	Wells Fargo & Company/Mn This page	16,076	$1,328,519
3	C	Citigroup Inc	4,904	$686,363
4	BAC	Bank Of America Corp /De/	11,906	$678,403
5	BNY	Bank of New York Mellon Corp	3,182	$460,148
6	RY	Royal Bank Of Canada	1,235	$255,607

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,328,519	16,076	-0.6%	Shares	Sole	2026-07-23
2026-03-31	$1,287,532	16,173	+0.8%	Shares	Sole	2026-04-17
2025-12-31	$1,495,672	16,048	+1.2%	Shares	Sole	2026-02-02
2025-09-30	$1,329,552	15,862	-10.0%	Shares	Sole	2025-11-04
2025-06-30	$1,412,675	17,632	-0.1%	Shares	Sole	2025-07-11
2025-03-31	$1,267,093	17,650	-1.0%	Shares	Sole	2025-04-21
2024-12-31	$1,252,379	17,830	-4.5%	Shares	Sole	2025-01-14
2024-09-30	$1,054,893	18,674	-0.1%	Shares	Sole	2024-11-01
2024-06-30	$1,110,235	18,694	-0.7%	Shares	Sole	2024-07-23
2024-03-31	$1,091,675	18,835	0.0%	Shares	Sole	2024-04-22
2023-12-31	$927,057	18,835	+8.5%	Shares	Sole	2024-01-22
2023-09-30	$709,328	17,360	+1.9%	Shares	Sole	2023-10-12
2023-06-30	$727,309	17,041	+0.4%	Shares	Sole	2023-07-19
2023-03-31	$634,711	16,980	+21.1%	Shares	Sole	2023-04-24
2022-12-31	$578,926	14,021	-1.3%	Shares	Sole	2023-01-18
2022-09-30	$571,485	14,209	0.0%	Shares	Sole	2022-10-19
2022-06-30	$556,565	14,209	+1.3%	Shares	Sole	2022-07-19
2022-03-31	$679,893	14,030	-20.2%	Shares	Sole	2022-05-03
2021-12-31	$844,015	17,591	-1.2%	Shares	Sole	2022-02-23
2021-09-30	$826,144	17,801	-1.6%	Shares	Sole	2021-10-20
2021-06-30	$819,431	18,093	-5.2%	Shares	Sole	2021-07-29
2021-03-31	$745,493	19,081	-2.5%	Shares	Sole	2021-04-22
2020-12-31	$590,863	19,578	-15.0%	Shares	Sole	2021-02-03
2020-09-30	$541,599	23,037	+15.0%	Shares	Sole	2020-10-26
2020-06-30	$512,947	20,037	-3.6%	Shares	Sole	2020-07-30
2020-03-31	$596,270	20,776	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.