Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$321,717
-$248,847 QoQ
Shares Held
3,893
-45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,136
of 2,858 holders
Holding Since
Mar 2026
2 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, 2026SlateStone Wealth, LLC holds $4,945,015 across 6 Banks - Diversified names. WFC ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
18,732 | $2,621,730 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,516 | $770,141 | |
| 3 | TD |
Toronto Dominion Bank
|
5,544 | $673,207 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,422 | $350,245 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
3,893 | $321,717 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,177 | $207,975 |
All Filings in WFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,717 | 3,893 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $570,564 | 7,167 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||