BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2010186
CINCINNATI, OH
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,697,425
-$7,821 QoQ
Shares Held
20,540
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,069
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $250,793,294 across 11 Banks - Diversified names. WFC ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
739,408 | $242,030,420 | |
| 2 | BAC |
Bank Of America Corp /De/
|
50,587 | $2,882,447 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
16,294 | $2,356,275 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
20,540 | $1,697,425 | |
| 5 | C |
Citigroup Inc
|
4,999 | $699,660 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,804 | $667,460 | |
| 7 | TD |
Toronto Dominion Bank
|
1,600 | $194,288 | |
| 8 | ING |
Ing Groep NV
|
4,000 | $125,520 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,697,425 | 20,540 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,705,246 | 21,420 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,923,461 | 20,638 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,743,875 | 20,805 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,610,011 | 20,095 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,446,496 | 20,149 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,548,300 | 22,043 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,291,869 | 22,869 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,349,875 | 22,729 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,352,380 | 23,333 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,208,646 | 24,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $868,070 | 21,245 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,062,945 | 24,905 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $934,686 | 25,005 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,035,511 | 25,079 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,128,050 | 28,047 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,140,708 | 29,122 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,417,503 | 29,251 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,430,475 | 29,814 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,290,430 | 27,805 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,369,116 | 30,230 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,183,039 | 30,280 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $945,539 | 31,330 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $843,891 | 35,895 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,141,632 | 44,595 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,580,273 | 89,905 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||