Wilson & Boucher Capital Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1903579
MORAGA, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$883,834
+$562 QoQ
Shares Held
10,695
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,446
of 2,858 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wilson & Boucher Capital Management, LLC holds $2,308,768 across 4 Banks - Diversified names. WFC ranks #1 (38.3% of the industry book) .
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,834 | 10,695 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $883,272 | 11,095 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,024,734 | 10,995 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $921,600 | 10,995 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $945,015 | 11,795 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $853,942 | 11,895 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $905,744 | 12,895 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $728,438 | 12,895 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $770,407 | 12,972 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $751,857 | 12,972 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $649,457 | 13,195 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $539,147 | 13,195 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $571,698 | 13,395 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $521,264 | 13,945 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $572,898 | 13,875 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $558,052 | 13,875 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $543,483 | 13,875 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $672,382 | 13,875 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $648,929 | 13,525 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||