Lummis Asset Management, LP

Position in WFC — Wells Fargo & Company/Mn

CIK 2011652 FORT WORTH, TX

Position in WFC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,544,320

+$66,698 QoQ

Shares Held

30,788

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#903

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lummis Asset Management, LP holds $3,000,657 across 4 Banks - Diversified names. WFC ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	30,788	$2,544,320
2	JPM	Jpmorgan Chase & Co	865	$283,140
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	6,784	$170,007
4	BAC	Bank Of America Corp /De/	56	$3,190

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,544,320	30,788	-1.1%	Shares	Sole	2026-08-03
2026-03-31	$2,477,622	31,122	-4.5%	Shares	Sole	2026-05-11
2025-12-31	$3,036,735	32,583	-2.3%	Shares	Sole	2026-02-10
2025-09-30	$2,795,397	33,350	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$2,683,619	33,495	-0.8%	Shares	Sole	2025-08-11
2025-03-31	$2,422,984	33,751	+22.5%	Shares	Sole	2025-05-15
2024-12-31	$1,935,744	27,559	-1.8%	Shares	Sole	2025-01-15
2024-09-30	$1,585,900	28,074	+0.7%	Shares	Sole	2024-11-06
2024-06-30	$1,655,674	27,878	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,615,808	27,878	-18.0%	Shares	Sole	2024-05-17
2023-12-31	$1,673,922	34,009	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.