Position in WFC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,296
+$756 QoQ
Shares Held
173
-24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,786
of 2,858 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gleason Group, Inc. holds $7,307,444 across 8 Banks - Diversified names. WFC ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,577 | $3,462,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
43,019 | $2,451,222 | |
| 3 | C |
Citigroup Inc
|
9,664 | $1,352,573 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
173 | $14,296 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
468 | $9,308 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
53 | $7,664 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
265 | $6,248 | |
| 8 | UBS |
UBS Group AG
|
80 | $3,964 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,296 | 173 | Shares | Sole | 2026-07-13 | |
| 2024-06-30 | $13,540 | 228 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,098 | 226 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $11,074 | 225 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,111 | 223 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $9,432 | 221 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,186 | 219 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $9,001 | 218 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $8,687 | 216 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $8,421 | 215 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,370 | 214 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,219 | 213 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $9,838 | 212 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $9,556 | 211 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,204 | 210 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,337 | 210 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,913 | 209 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $5,324 | 208 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $49,277 | 1,717 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||