Coston, McIsaac & Partners

Position in WFC — Wells Fargo & Company/Mn

CIK 1945037 BAR HARBOR, ME

Position in WFC

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

Position Value

$21,734

+$797 QoQ

Shares Held

263

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,762

of 2,859 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coston, McIsaac & Partners holds $496,484 across 7 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,001	$327,657
2	C	Citigroup Inc	444	$62,142
3	BNS	Bank Of Nova Scotia	501	$43,506
4	WFC	Wells Fargo & Company/Mn This page	263	$21,734
5	TD	Toronto Dominion Bank	178	$21,614
6	BAC	Bank Of America Corp /De/	348	$19,829
7	UBS	UBS Group AG	52	$2

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,734	263	0.0%	Shares	Sole	2026-08-12
2026-03-31	$20,937	263	+0.4%	Shares	Sole	2026-04-22
2025-12-31	$24,418	262	0.0%	Shares	Sole	2026-02-03
2025-09-30	$21,960	262	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$20,911	261	0.0%	Shares	Sole	2025-08-12
2025-03-31	$18,737	261	+0.4%	Shares	Sole	2025-05-13
2024-12-31	$18,262	260	0.0%	Shares	Sole	2025-01-23
2024-09-30	$14,687	260	+0.4%	Shares	Sole	2024-10-22
2024-06-30	$15,382	259	0.0%	Shares	Sole	2024-07-31
2024-03-31	$15,011	259	+0.4%	Shares	Sole	2024-04-17
2023-12-31	$12,698	258	0.0%	Shares	Sole	2024-01-23
2023-09-30	$10,541	258	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$10,968	257	+0.4%	Shares	Sole	2023-08-01
2023-03-31	$9,569	256	0.0%	Shares	Sole	2023-04-19
2022-12-31	$10,570	256	+0.4%	Shares	Sole	2023-02-09
2022-09-30	$10,256	255	0.0%	Shares	Sole	2022-10-31
2022-06-30	$9,988	255	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.