Canopy Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1960860 CINCINNATI, OH

Position in WFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$498,815

+$25,295 QoQ

Shares Held

6,036

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,810

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

Canopy Partners, LLC holds $10,376,456 across 12 Banks - Diversified names. WFC ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,168	$4,637,611
2	BAC	Bank Of America Corp /De/	33,466	$1,906,892
3	RY	Royal Bank Of Canada	2,885	$597,108
4	WFC	Wells Fargo & Company/Mn This page	6,036	$498,815
5	ING	Ing Groep NV	15,497	$486,295
6	HSBC	Hsbc Holdings PLC	4,837	$459,950
7	BCS	Barclays PLC	13,901	$373,380
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	14,626	$344,881

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,815	6,036	+1.5%	Shares	Sole	2026-07-22
2026-03-31	$473,520	5,948	-12.3%	Shares	Sole	2026-05-11
2025-12-31	$631,896	6,780	+1.9%	Shares	Sole	2026-02-12
2025-09-30	$557,738	6,654	-1.5%	Shares	Sole	2025-10-30
2025-06-30	$541,370	6,757	+2.1%	Shares	Sole	2025-07-23
2025-03-31	$475,178	6,619	+1.3%	Shares	Sole	2025-05-07
2024-12-31	$458,737	6,531	+0.4%	Shares	Sole	2025-02-13
2024-09-30	$367,580	6,507	-2.8%	Shares	Sole	2024-11-12
2024-06-30	$397,437	6,692	+2.9%	Shares	Sole	2024-08-09
2024-03-31	$376,855	6,502	+33.2%	Shares	Sole	2024-05-15
2023-12-31	$240,242	4,881	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.