Hoxton Planning & Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1954782
SHEPHERDSTOWN, WV
Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$266,679
+$8,027 QoQ
Shares Held
3,227
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,292
of 2,859 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Hoxton Planning & Management, LLC holds $2,830,551 across 6 Banks - Diversified names. WFC ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,897 | $1,275,605 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,515 | $428,204 | |
| 3 | SAN |
Banco Santander, S.A.
|
24,210 | $334,098 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,823 | $268,439 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
3,227 | $266,679 | |
| 6 | C |
Citigroup Inc
|
1,840 | $257,526 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,679 | 3,227 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $258,652 | 3,249 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $308,398 | 3,309 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $270,403 | 3,226 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $259,428 | 3,238 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $231,809 | 3,229 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $211,773 | 3,015 | Shares | Sole | 2025-09-08 | |
| No filing history on record for this holder in this stock. | ||||||