Costello Asset Management, INC
Position in WFC — Wells Fargo & Company/Mn
CIK 1760145
FEASTERVILLE, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$32,890
+$1,206 QoQ
Shares Held
398
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,734
of 2,853 holders
Holding Since
Jun 2020
25 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, 2026Costello Asset Management, INC holds $3,232,576 across 6 Banks - Diversified names. WFC ranks #4 (1.0% of the industry book) .
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,890 | 398 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $31,684 | 398 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $37,093 | 398 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $33,360 | 398 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $31,887 | 398 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28,572 | 398 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,955 | 398 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,483 | 398 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $23,637 | 398 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $23,068 | 398 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,589 | 398 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $16,262 | 398 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,986 | 398 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,877 | 398 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $16,433 | 398 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,007 | 398 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,589 | 398 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $19,287 | 398 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $38,192 | 796 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $36,942 | 796 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $36,050 | 796 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $31,099 | 796 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $24,023 | 796 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $9,356 | 398 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $10,188 | 398 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||