CALDWELL SUTTER CAPITAL, INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 702007 SAUSALITO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$365,599

+$3,613 QoQ

Shares Held

4,424

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,027

of 2,853 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $5,193,961 across 9 Banks - Diversified names. WFC ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,167	$2,345,974
2	BAC	Bank Of America Corp /De/	20,609	$1,174,300
3	BNY	Bank of New York Mellon Corp	7,164	$1,035,986
4	WFC	Wells Fargo & Company/Mn This page	4,424	$365,599
5	C	Citigroup Inc	560	$78,377
6	BMO	Bank Of Montreal /Can/	442	$78,101
7	RY	Royal Bank Of Canada	375	$77,613
8	TD	Toronto Dominion Bank	259	$31,450

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,599	4,424	-2.7%	Shares	Sole	2026-08-05
2026-03-31	$361,986	4,547	-3.2%	Shares	Sole	2026-05-06
2025-12-31	$437,667	4,696	-4.6%	Shares	Sole	2026-01-30
2025-09-30	$412,394	4,920	+12.6%	Shares	Sole	2025-10-29
2025-06-30	$350,044	4,369	-3.3%	Shares	Sole	2025-07-11
2025-03-31	$324,275	4,517	-3.0%	Shares	Sole	2025-04-16
2024-12-31	$326,967	4,655	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$262,904	4,654	-0.6%	Shares	Sole	2024-10-25
2024-06-30	$278,123	4,683	-7.8%	Shares	Sole	2024-07-23
2024-03-31	$294,262	5,077	-3.3%	Shares	Sole	2024-04-19
2023-12-31	$258,405	5,250	+2.4%	Shares	Sole	2024-01-19
2023-09-30	$209,448	5,126	+1.8%	Shares	Sole	2023-10-25
2023-06-30	$214,851	5,034	+79.1%	Shares	Sole	2023-07-19
2023-03-31	$105,075	2,811	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.