Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$110,407
+$10,179 QoQ
Shares Held
1,336
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,591
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026Millstone Evans Group, LLC holds $4,373,867 across 7 Banks - Diversified names. WFC ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,258 | $3,685,081 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,614 | $262,905 | |
| 3 | C |
Citigroup Inc
|
1,418 | $198,463 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,336 | $110,407 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
427 | $61,748 | |
| 6 | TD |
Toronto Dominion Bank
|
450 | $54,643 | |
| 7 | RY |
Royal Bank Of Canada
|
3 | $620 |
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,407 | 1,336 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $100,228 | 1,259 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $112,399 | 1,206 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $112,821 | 1,346 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $107,841 | 1,346 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $96,629 | 1,346 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $94,543 | 1,346 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||