McGlone Suttner Wealth Management, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1964819 APPLETON, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,243,897

+$82,069 QoQ

Shares Held

15,052

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,225

of 2,858 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $8,363,712 across 5 Banks - Diversified names. WFC ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,505	$3,438,601
2	BAC	Bank Of America Corp /De/	31,740	$1,808,545
3	BNY	Bank of New York Mellon Corp	9,994	$1,445,232
4	WFC	Wells Fargo & Company/Mn This page	15,052	$1,243,897
5	C	Citigroup Inc	3,054	$427,437

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,243,897	15,052	+3.1%	Shares	Sole	2026-07-21
2026-03-31	$1,161,828	14,594	+3.8%	Shares	Sole	2026-04-21
2025-12-31	$1,310,298	14,059	+6.1%	Shares	Sole	2026-01-15
2025-09-30	$1,111,117	13,256	+2.2%	Shares	Sole	2025-10-20
2025-06-30	$1,039,557	12,975	+3.4%	Shares	Sole	2025-07-14
2025-03-31	$901,036	12,551	+50.3%	Shares	Sole	2025-04-29
2024-12-31	$586,504	8,350	+64.1%	Shares	Sole	2025-01-21
2024-09-30	$287,421	5,088	-13.7%	Shares	Sole	2024-10-10
2024-06-30	$350,222	5,897	+11.9%	Shares	Sole	2024-07-18
2024-03-31	$305,565	5,272	-10.6%	Shares	Sole	2024-04-18
2023-12-31	$290,250	5,897	+0.2%	Shares	Sole	2024-01-18
2023-09-30	$240,420	5,884	+0.2%	Shares	Sole	2023-10-19
2023-06-30	$250,574	5,871	+0.2%	Shares	Sole	2023-07-25
2023-03-31	$219,046	5,860	-2.3%	Shares	Sole	2023-04-20
2022-12-31	$247,574	5,996	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.