Aspen Grove Capital, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1806027 AVON, CO

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,106,768

+$113,910 QoQ

Shares Held

37,594

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#824

of 2,853 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Grove Capital, LLC holds $19,030,338 across 10 Banks - Diversified names. WFC ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	26,479	$5,480,358
2	BNY	Bank of New York Mellon Corp	34,611	$5,005,096
3	WFC	Wells Fargo & Company/Mn This page	37,594	$3,106,768
4	JPM	Jpmorgan Chase & Co	6,670	$2,183,291
5	BAC	Bank Of America Corp /De/	37,359	$2,128,715
6	UBS	UBS Group AG	5,798	$287,348
7	C	Citigroup Inc	1,553	$217,357
8	SAN	Banco Santander, S.A.	15,079	$208,090

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,106,768	37,594	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,992,858	37,594	-0.0%	Shares	Sole	2026-05-14
2025-12-31	$3,504,692	37,604	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$3,157,918	37,675	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$3,080,533	38,449	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$2,671,090	37,207	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$2,623,744	37,354	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$2,120,578	37,539	-0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,229,500	37,540	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$2,180,860	37,627	-33.8%	Shares	Sole	2024-05-15
2023-12-31	$2,798,993	56,867	-2.6%	Shares	Sole	2024-02-14
2023-09-30	$2,384,507	58,358	-27.4%	Shares	Sole	2023-11-13
2023-06-30	$3,429,167	80,346	+5.5%	Shares	Sole	2023-08-14
2023-03-31	$2,845,627	76,127	-3.8%	Shares	Sole	2023-05-15
2022-12-31	$3,268,805	79,167	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.