GARRISON POINT ADVISORS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1767107 Walnut Creek, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,415,953

+$51,916 QoQ

Shares Held

17,134

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,167

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GARRISON POINT ADVISORS, LLC holds $5,326,324 across 4 Banks - Diversified names. WFC ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,371	$2,412,749
2	WFC	Wells Fargo & Company/Mn This page	17,134	$1,415,953
3	BAC	Bank Of America Corp /De/	17,588	$1,002,164
4	C	Citigroup Inc	3,540	$495,458

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,415,953	17,134	0.0%	Shares	Sole	2026-07-31
2026-03-31	$1,364,037	17,134	0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,596,888	17,134	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$1,461,317	17,434	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,396,812	17,434	-0.6%	Shares	Sole	2025-08-06
2025-03-31	$1,258,765	17,534	+3.0%	Shares	Sole	2025-05-13
2024-12-31	$1,195,906	17,026	0.0%	Shares	Sole	2025-02-13
2024-09-30	$961,798	17,026	0.0%	Shares	Sole	2024-10-23
2024-06-30	$1,011,174	17,026	0.0%	Shares	Sole	2024-08-07
2024-03-31	$986,826	17,026	+1.8%	Shares	Sole	2024-05-09
2023-12-31	$823,253	16,726	0.0%	Shares	Sole	2024-02-08
2023-09-30	$683,424	16,726	+2.1%	Shares	Sole	2023-10-18
2023-06-30	$699,525	16,390	0.0%	Shares	Sole	2023-07-25
2023-03-31	$612,658	16,390	0.0%	Shares	Sole	2023-05-05
2022-12-31	$676,743	16,390	0.0%	Shares	Sole	2023-02-01
2022-09-30	$659,205	16,390	0.0%	Shares	Sole	2022-10-20
2022-06-30	$641,996	16,390	0.0%	Shares	Sole	2022-08-10
2022-03-31	$794,259	16,390	0.0%	Shares	Sole	2022-05-06
2021-12-31	$786,392	16,390	+22.4%	Shares	Sole	2022-02-14
2021-09-30	$621,429	13,390	0.0%	Shares	Sole	2021-11-04
2021-06-30	$606,433	13,390	0.0%	Shares	Sole	2021-08-02
2021-03-31	$523,147	13,390	0.0%	Shares	Sole	2021-05-04
2020-12-31	$404,110	13,390	0.0%	Shares	Sole	2021-01-28
2020-09-30	$314,798	13,390	-13.6%	Shares	Sole	2020-10-27
2020-06-30	$396,928	15,505	-3.1%	Shares	Sole	2020-08-03
2020-03-31	$459,343	16,005	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.