BLALOCK WILLIAMS, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2092331 ALEXANDER CITY, AL

Position in WFC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$271,720

+$25,805 QoQ

Shares Held

3,288

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,275

of 2,858 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BLALOCK WILLIAMS, LLC holds $2,985,714 across 4 Banks - Diversified names. WFC ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,084	$1,664,145
2	C	Citigroup Inc	4,339	$607,286
3	BAC	Bank Of America Corp /De/	7,767	$442,563
4	WFC	Wells Fargo & Company/Mn This page	3,288	$271,720

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,720	3,288	+6.4%	Shares	Defined	2026-08-07
2026-03-31	$245,915	3,089	-13.6%	Shares	Defined	2026-05-14
2025-12-31	$333,376	3,577	+12.9%	Shares	Defined	2026-02-02
2025-09-30	$265,625	3,169	+9.0%	Shares	Defined	2025-10-28
2025-06-30	$232,908	2,907	-0.5%	Shares	Defined	2025-11-06
2025-03-31	$209,842	2,923	—	Shares	Defined	2025-11-06
No filing history on record for this holder in this stock.