Relyea Zuckerberg Hanson LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1793691 STAMFORD, CT

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$582,198

+$37,586 QoQ

Shares Held

7,045

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,705

of 2,859 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Relyea Zuckerberg Hanson LLC holds $11,634,536 across 5 Banks - Diversified names. WFC ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,260	$8,595,685
2	BAC	Bank Of America Corp /De/	18,956	$1,080,112
3	C	Citigroup Inc	6,282	$879,228
4	WFC	Wells Fargo & Company/Mn This page	7,045	$582,198
5	BNY	Bank of New York Mellon Corp	3,439	$497,313

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,198	7,045	+3.0%	Shares	Sole	2026-07-16
2026-03-31	$544,612	6,841	-1.1%	Shares	Sole	2026-04-30
2025-12-31	$644,850	6,919	+0.3%	Shares	Sole	2026-01-20
2025-09-30	$577,938	6,895	+0.9%	Shares	Sole	2025-10-21
2025-06-30	$547,540	6,834	-3.7%	Shares	Sole	2025-07-22
2025-03-31	$509,565	7,098	+3.6%	Shares	Sole	2025-04-16
2024-12-31	$481,354	6,853	+7.5%	Shares	Sole	2025-01-15
2024-09-30	$360,123	6,375	+6.0%	Shares	Sole	2024-10-17
2024-06-30	$357,171	6,014	+2.8%	Shares	Sole	2024-10-31
2024-03-31	$339,008	5,849	+3.9%	Shares	Sole	2024-10-31
2023-12-31	$276,960	5,627	—	Shares	Sole	2024-10-31
No filing history on record for this holder in this stock.