FIDELIS CAPITAL PARTNERS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1962755 TAMPA, FL

Position in WFC

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

Position Value

$6,673,427

+$991,264 QoQ

Shares Held

80,753

+13.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#607

of 2,858 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $51,997,761 across 7 Banks - Diversified names. WFC ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	81,211	$26,582,796
2	BAC	Bank Of America Corp /De/	246,907	$14,068,760
3	WFC	Wells Fargo & Company/Mn This page	80,753	$6,673,427
4	C	Citigroup Inc	14,008	$1,960,559
5	BNY	Bank of New York Mellon Corp	11,690	$1,690,490
6	TD	Toronto Dominion Bank	6,224	$755,780
7	MUFG	Mitsubishi Ufj Financial Group Inc	13,371	$265,949

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,673,427	80,753	+13.1%	Shares	Sole	2026-08-13
2026-03-31	$5,682,163	71,375	+0.5%	Shares	Sole	2026-05-06
2025-12-31	$6,618,877	71,018	+77.8%	Shares	Sole	2026-02-09
2025-09-30	$3,347,603	39,938	+23.7%	Shares	Sole	2025-11-03
2025-06-30	$2,586,353	32,281	+2.6%	Shares	Sole	2025-08-07
2025-03-31	$2,259,159	31,469	-3.1%	Shares	Sole	2025-05-01
2024-12-31	$2,280,271	32,464	+32.6%	Shares	Sole	2025-02-06
2024-09-30	$1,383,157	24,485	+1.3%	Shares	Sole	2024-10-25
2024-06-30	$1,435,693	24,174	+31.5%	Shares	Sole	2024-08-13
2024-03-31	$1,065,884	18,390	-22.1%	Shares	Sole	2024-05-06
2023-12-31	$1,161,542	23,599	-17.4%	Shares	Sole	2024-01-31
2023-09-30	$1,167,983	28,585	-5.1%	Shares	Sole	2023-11-08
2023-06-30	$1,286,247	30,137	+2.9%	Shares	Sole	2023-08-10
2023-03-31	$1,095,234	29,300	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.