Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$303,947
+$4,857 QoQ
Shares Held
3,678
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,189
of 2,858 holders
Holding Since
Mar 2022
18 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, 2026HAZLETT, BURT & WATSON, INC. holds $4,535,416 across 6 Banks - Diversified names. WFC ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,516 | $3,442,159 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,556 | $658,456 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
3,678 | $303,947 | |
| 4 | C |
Citigroup Inc
|
565 | $79,077 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
298 | $43,093 | |
| 6 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,947 | 3,678 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $299,090 | 3,757 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $350,057 | 3,756 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $285,235 | 3,403 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $280,015 | 3,495 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $289,596 | 4,034 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $222,587 | 3,169 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $179,013 | 3,169 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $218,968 | 3,687 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $213,695 | 3,687 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $197,465 | 4,012 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $163,927 | 4,012 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $171,229 | 4,012 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $164,917 | 4,412 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $178,038 | 4,312 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $169,401 | 4,212 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $149,313 | 3,812 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $184,726 | 3,812 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||