Lantz Financial LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1766883 NAPERVILLE, IL

Position in WFC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,232,327

+$31,411 QoQ

Shares Held

14,912

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,229

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $5,542,374 across 4 Banks - Diversified names. WFC ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,068	$2,640,898
2	WFC	Wells Fargo & Company/Mn This page	14,912	$1,232,327
3	BAC	Bank Of America Corp /De/	19,267	$1,097,833
4	C	Citigroup Inc	4,082	$571,316

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,232,327	14,912	-1.1%	Shares	Sole	2026-07-09
2026-03-31	$1,200,916	15,085	+0.7%	Shares	Sole	2026-04-09
2025-12-31	$1,396,229	14,981	-8.7%	Shares	Sole	2026-01-14
2025-09-30	$1,375,905	16,415	+5.0%	Shares	Sole	2025-11-06
2025-06-30	$1,251,955	15,626	+0.2%	Shares	Sole	2025-07-11
2025-03-31	$1,119,206	15,590	+0.3%	Shares	Sole	2025-04-08
2024-12-31	$1,091,880	15,545	-1.2%	Shares	Sole	2025-01-21
2024-09-30	$888,700	15,732	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$928,978	15,642	-3.7%	Shares	Sole	2024-08-07
2024-03-31	$941,328	16,241	-1.4%	Shares	Sole	2024-04-10
2023-12-31	$810,653	16,470	+0.6%	Shares	Sole	2024-01-12
2023-09-30	$669,000	16,373	-0.7%	Shares	Sole	2023-10-20
2023-06-30	$703,494	16,483	+5.8%	Shares	Sole	2023-07-12
2023-03-31	$582,193	15,575	-3.7%	Shares	Sole	2023-04-10
2022-12-31	$667,618	16,169	-5.9%	Shares	Sole	2023-01-23
2022-09-30	$691,180	17,185	+1.0%	Shares	Sole	2022-10-17
2022-06-30	$666,634	17,019	+0.1%	Shares	Sole	2022-07-29
2022-03-31	$824,159	17,007	+3.4%	Shares	Sole	2022-05-05
2021-12-31	$789,127	16,447	+13.8%	Shares	Sole	2022-01-19
2021-09-30	$670,485	14,447	-1.1%	Shares	Sole	2021-10-14
2021-06-30	$661,369	14,603	+9.0%	Shares	Sole	2021-07-16
2021-03-31	$523,655	13,403	+0.1%	Shares	Sole	2021-04-19
2020-12-31	$403,959	13,385	-4.7%	Shares	Sole	2021-01-19
2020-09-30	$330,244	14,047	-26.9%	Shares	Sole	2020-10-09
2020-06-30	$491,801	19,211	-8.5%	Shares	Sole	2020-07-22
2020-03-31	$602,872	21,006	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.