Dickmeyer Boyce Financial Management, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 2038325
FORT WAYNE, IN
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,428,680
+$217,016 QoQ
Shares Held
17,288
+13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,160
of 2,859 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dickmeyer Boyce Financial Management, Inc. holds $8,790,523 across 7 Banks - Diversified names. WFC ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,209 | $3,669,041 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
17,288 | $1,428,680 | |
| 3 | TD |
Toronto Dominion Bank
|
10,890 | $1,322,372 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
6,625 | $1,170,637 | |
| 5 | BAC |
Bank Of America Corp /De/
|
9,855 | $561,537 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,373 | $379,751 | |
| 7 | RY |
Royal Bank Of Canada
|
1,249 | $258,505 |
All Filings in WFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,680 | 17,288 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,211,664 | 15,220 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||