Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$580,876
+$22,970 QoQ
Shares Held
7,029
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,706
of 2,858 holders
Holding Since
Jun 2021
21 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, 2026MEANS INVESTMENT CO., INC. holds $29,171,386 across 6 Banks - Diversified names. WFC ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,922 | $20,923,588 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,647 | $6,589,566 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
7,029 | $580,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,886 | $417,344 | |
| 5 | TD |
Toronto Dominion Bank
|
3,114 | $378,133 | |
| 6 | C |
Citigroup Inc
|
2,014 | $281,879 |
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,876 | 7,029 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $557,906 | 7,008 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $651,281 | 6,988 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $584,225 | 6,970 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $566,208 | 7,067 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $494,202 | 6,884 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $482,267 | 6,866 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $386,843 | 6,848 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $403,436 | 6,793 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $351,411 | 6,063 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $297,534 | 6,045 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $246,058 | 6,022 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $275,755 | 6,461 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $245,212 | 6,560 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $270,944 | 6,562 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $286,487 | 7,123 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $278,655 | 7,114 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $343,242 | 7,083 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $333,940 | 6,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $225,134 | 4,851 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $219,067 | 4,837 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||