GLOBALT Investments LLC / GA

Position in WFC — Wells Fargo & Company/Mn

CIK 2011891 Atlanta, GA

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$6,569,136

-$2,600,343 QoQ

Shares Held

79,491

-31.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#609

of 2,858 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

GLOBALT Investments LLC / GA holds $45,500,631 across 4 Banks - Diversified names. WFC ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	50,222	$16,439,167
2	BAC	Bank Of America Corp /De/	226,467	$12,904,089
3	C	Citigroup Inc	68,507	$9,588,239
4	WFC	Wells Fargo & Company/Mn This page	79,491	$6,569,136

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,569,136	79,491	-31.0%	Shares	Sole	2026-08-11
2026-03-31	$9,169,479	115,180	-4.5%	Shares	Sole	2026-05-15
2025-12-31	$11,236,751	120,566	-1.9%	Shares	Sole	2026-02-06
2025-09-30	$10,306,423	122,959	-1.4%	Shares	Sole	2025-10-14
2025-06-30	$9,992,646	124,721	-4.7%	Shares	Sole	2025-07-31
2025-03-31	$9,393,865	130,852	+1.2%	Shares	Sole	2025-05-07
2024-12-31	$9,077,817	129,240	+26.7%	Shares	Sole	2025-02-10
2024-09-30	$5,763,618	102,029	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.