Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$323,700
-$168,130 QoQ
Shares Held
3,917
-36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,131
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026Basepoint Wealth LLC holds $2,243,674 across 10 Banks - Diversified names. WFC ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
6,826 | $987,107 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,113 | $691,648 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
3,917 | $323,700 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,225 | $126,780 | |
| 5 | C |
Citigroup Inc
|
310 | $43,387 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
818 | $19,288 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,397 | $19,278 | |
| 8 | BCS |
Barclays PLC
|
649 | $17,432 |
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,700 | 3,917 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $491,830 | 6,178 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $661,813 | 7,101 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $634,852 | 7,574 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $650,253 | 8,116 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $643,310 | 8,961 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $660,256 | 9,400 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $571,339 | 10,114 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $608,212 | 10,241 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $607,073 | 10,474 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $588,179 | 11,950 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $530,526 | 12,984 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $548,267 | 12,846 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $525,076 | 14,047 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $468,269 | 11,341 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $455,853 | 11,334 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $457,074 | 11,669 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $553,461 | 11,421 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $499,567 | 10,412 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||