HOWARD FINANCIAL SERVICES, LTD.

Position in WFC — Wells Fargo & Company/Mn

CIK 1768130 DALLAS, TX

Position in WFC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$540,713

+$25,955 QoQ

Shares Held

6,543

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,760

of 2,858 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HOWARD FINANCIAL SERVICES, LTD. holds $4,397,243 across 4 Banks - Diversified names. WFC ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,710	$2,523,714
2	BAC	Bank Of America Corp /De/	17,206	$980,397
3	WFC	Wells Fargo & Company/Mn This page	6,543	$540,713
4	C	Citigroup Inc	2,518	$352,419

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$540,713	6,543	+1.2%	Shares	Sole	2026-07-07
2026-03-31	$514,758	6,466	+85.4%	Shares	Sole	2026-04-07
2025-12-31	$325,081	3,488	+22.7%	Shares	Sole	2026-01-12
2025-09-30	$238,300	2,843	+6.8%	Shares	Sole	2025-10-23
2025-06-30	$213,279	2,662	-6.7%	Shares	Sole	2025-07-02
2025-03-31	$204,745	2,852	—	Shares	Sole	2025-04-07
No filing history on record for this holder in this stock.