McLean Asset Management Corp

Position in WFC — Wells Fargo & Company/Mn

CIK 1833140 TYSONS, VA

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$240,069

+$1,956 QoQ

Shares Held

2,905

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,369

of 2,858 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McLean Asset Management Corp holds $4,262,424 across 4 Banks - Diversified names. WFC ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,908	$2,261,195
2	BAC	Bank Of America Corp /De/	24,242	$1,381,309
3	C	Citigroup Inc	2,714	$379,851
4	WFC	Wells Fargo & Company/Mn This page	2,905	$240,069

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,069	2,905	-2.9%	Shares	Sole	2026-08-12
2026-03-31	$238,113	2,991	-3.0%	Shares	Sole	2026-04-22
2025-12-31	$287,242	3,082	+0.3%	Shares	Sole	2026-01-16
2025-09-30	$257,578	3,073	+0.8%	Shares	Sole	2025-10-07
2025-06-30	$244,205	3,048	+6.1%	Shares	Sole	2025-07-03
2024-12-31	$201,799	2,873	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.