Godfrey Financial Associates, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 2097943
GLENMONT, NY
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,089
-$3,042 QoQ
Shares Held
231
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,764
of 2,853 holders
Holding Since
Dec 2025
3 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, 2026Godfrey Financial Associates, Inc. holds $961,406 across 18 Banks - Diversified names. WFC ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,266 | $414,399 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,163 | $294,187 | |
| 3 | TD |
Toronto Dominion Bank
|
624 | $75,772 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
408 | $59,000 | |
| 5 | C |
Citigroup Inc
|
407 | $56,963 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
231 | $19,089 | |
| 7 | ING |
Ing Groep NV
|
219 | $6,872 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
55 | $5,229 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,089 | 231 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $22,131 | 278 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,884 | 267 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||