SHELTON WEALTH MANAGEMENT, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1903883 FORT WORTH, TX

Position in WFC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,472,423

+$98,851 QoQ

Shares Held

29,918

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#927

of 2,859 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON WEALTH MANAGEMENT, LLC holds $5,537,105 across 3 Banks - Diversified names. WFC ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	29,918	$2,472,423
2	JPM	Jpmorgan Chase & Co	4,720	$1,544,997
3	C	Citigroup Inc	10,858	$1,519,685

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,472,423	29,918	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$2,373,572	29,815	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$2,769,531	29,716	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$2,489,118	29,696	+0.1%	Shares	Sole	2025-10-09
2025-06-30	$2,377,561	29,675	+0.1%	Shares	Sole	2025-07-11
2025-03-31	$2,128,860	29,654	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$2,081,562	29,635	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$1,672,951	29,615	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$1,757,290	29,589	+0.1%	Shares	Sole	2024-07-23
2024-03-31	$1,713,703	29,567	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$1,454,155	29,544	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$1,205,982	29,515	+0.1%	Shares	Sole	2023-11-01
2023-06-30	$1,258,419	29,485	-2.6%	Shares	Sole	2023-08-01
2023-03-31	$1,131,081	30,259	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$1,246,338	30,185	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$1,213,115	30,162	+0.6%	Shares	Sole	2022-11-09
2022-06-30	$1,174,943	29,996	+0.2%	Shares	Sole	2022-07-28
2022-03-31	$1,450,843	29,939	+5.8%	Shares	Sole	2022-05-10
2021-12-31	$1,358,361	28,311	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.