O'ROURKE & COMPANY, Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 1911468 BOSTON, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$375,433

+$14,004 QoQ

Shares Held

4,543

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,003

of 2,858 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $8,547,097 across 4 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	21,517	$7,043,159
2	C	Citigroup Inc	4,261	$596,369
3	BAC	Bank Of America Corp /De/	9,339	$532,136
4	WFC	Wells Fargo & Company/Mn This page	4,543	$375,433

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,433	4,543	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$361,429	4,540	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$422,848	4,537	-4.2%	Shares	Sole	2026-01-28
2025-09-30	$396,887	4,735	+0.1%	Shares	Sole	2025-10-22
2025-06-30	$379,127	4,732	+0.1%	Shares	Sole	2025-07-18
2025-03-31	$339,494	4,729	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$331,954	4,726	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$266,802	4,723	+0.1%	Shares	Sole	2024-10-28
2024-06-30	$280,320	4,720	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$273,397	4,717	+0.1%	Shares	Sole	2024-04-18
2023-12-31	$232,023	4,714	-5.8%	Shares	Sole	2024-01-24
2023-06-30	$213,613	5,005	-1.9%	Shares	Sole	2023-07-25
2022-12-31	$210,579	5,100	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.