Stokes Family Office, LLC

Family Office

Position in WFC — Wells Fargo & Company/Mn

CIK 1802278 NEW ORLEANS, LA

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$935,898

+$22,851 QoQ

Shares Held

11,325

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,386

of 2,858 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stokes Family Office, LLC holds $16,306,163 across 4 Banks - Diversified names. WFC ranks #2 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	43,872	$14,360,621
2	WFC	Wells Fargo & Company/Mn This page	11,325	$935,898
3	BAC	Bank Of America Corp /De/	11,075	$631,053
4	C	Citigroup Inc	2,705	$378,591

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$935,898	11,325	-1.3%	Shares	Sole	2026-08-11
2026-03-31	$913,047	11,469	-21.4%	Shares	Sole	2026-05-12
2025-12-31	$1,360,626	14,599	+142.8%	Shares	Sole	2026-02-18
2025-09-30	$504,009	6,013	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$485,847	6,064	-0.5%	Shares	Sole	2025-08-06
2025-03-31	$437,344	6,092	-54.8%	Shares	Sole	2025-05-13
2024-12-31	$945,922	13,467	+268.6%	Shares	Sole	2025-02-11
2024-06-30	$217,011	3,654	-72.9%	Shares	Sole	2024-07-05
2023-09-30	$551,201	13,490	-15.8%	Shares	Other	2023-11-13
2023-06-30	$684,117	16,029	+25.7%	Shares	Other	2023-08-14
2023-03-31	$476,482	12,747	-8.4%	Shares	Other	2023-05-08
2022-12-31	$574,467	13,913	-15.8%	Shares	Other	2023-02-14
2022-09-30	$664,555	16,523	+6.4%	Shares	Other	2022-11-14
2022-06-30	$608,114	15,525	+9.6%	Shares	Other	2022-08-05
2022-03-31	$686,338	14,163	+1.9%	Shares	Other	2022-05-16
2021-12-31	$666,778	13,897	+1.6%	Shares	Other	2022-02-15
2021-09-30	$634,610	13,674	+5.5%	Shares	Other	2021-11-15
2021-06-30	$587,230	12,966	+1.0%	Shares	Other	2021-08-12
2021-03-31	$501,463	12,835	+1.5%	Shares	Other	2021-05-13
2020-12-31	$381,716	12,648	-9.3%	Shares	Other	2021-02-10
2020-09-30	$328,011	13,952	-30.8%	Shares	Other	2020-11-12
2020-06-30	$516,198	20,164	-68.6%	Shares	Other	2020-08-11
2020-03-31	$1,843,544	64,235	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.