Hennion & Walsh Asset Management, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1861642 Parsippany, NJ

Position in WFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$911,436

+$460,924 QoQ

Shares Held

11,029

+94.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,412

of 2,858 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hennion & Walsh Asset Management, Inc. holds $36,237,172 across 7 Banks - Diversified names. WFC ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	47,171	$15,440,483
2	BNY	Bank of New York Mellon Corp	46,492	$6,723,208
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	250,825	$6,285,674
4	ING	Ing Groep NV	144,746	$4,542,129
5	CM	Canadian Imperial Bank Of Commerce /Can/	10,789	$1,240,735
6	C	Citigroup Inc	7,813	$1,093,507
7	WFC	Wells Fargo & Company/Mn This page	11,029	$911,436

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$911,436	11,029	+94.9%	Shares	Sole	2026-07-08
2026-03-31	$450,512	5,659	-58.8%	Shares	Sole	2026-05-13
2025-09-30	$1,152,525	13,750	-7.9%	Shares	Sole	2025-10-22
2025-06-30	$1,196,752	14,937	-0.9%	Shares	Sole	2025-08-07
2025-03-31	$1,082,162	15,074	-0.7%	Shares	Sole	2025-04-10
2024-12-31	$1,066,453	15,183	+34.6%	Shares	Sole	2025-01-15
2024-09-30	$637,094	11,278	-16.7%	Shares	Sole	2024-10-22
2023-12-31	$666,094	13,533	-7.5%	Shares	Sole	2024-01-10
2023-09-30	$597,659	14,627	-1.5%	Shares	Sole	2023-10-27
2023-06-30	$633,798	14,850	-0.4%	Shares	Sole	2023-08-09
2023-03-31	$557,447	14,913	-2.4%	Shares	Sole	2023-04-20
2022-12-31	$630,622	15,273	-4.6%	Shares	Sole	2023-01-12
2022-09-30	$643,801	16,007	+7.0%	Shares	Sole	2022-11-14
2022-06-30	$586,218	14,966	+17.5%	Shares	Sole	2022-07-19
2022-03-31	$617,283	12,738	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.