Concord Asset Management, LLC/VA
Position in WFC — Wells Fargo & Company/Mn
CIK 2031885
ABINGDON, VA
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,295,877
+$28,088 QoQ
Shares Held
15,681
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,196
of 2,858 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Concord Asset Management, LLC/VA holds $13,468,817 across 4 Banks - Diversified names. WFC ranks #4 (9.6% of the industry book) .
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,877 | 15,681 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,267,789 | 15,925 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,403,126 | 15,055 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,268,950 | 15,139 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,117,273 | 13,945 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $915,681 | 12,755 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $472,083 | 6,721 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $292,561 | 5,179 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $296,237 | 4,988 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $250,966 | 4,330 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $212,630 | 4,320 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||