MJP ASSOCIATES INC /ADV

Position in WFC — Wells Fargo & Company/Mn

CIK 715113 FARMINGTON, CT

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$379,730

+$77,292 QoQ

Shares Held

4,595

+21.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,995

of 2,859 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $7,727,508 across 5 Banks - Diversified names. WFC ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,204	$4,976,725
2	BAC	Bank Of America Corp /De/	26,056	$1,484,670
3	C	Citigroup Inc	4,427	$619,602
4	WFC	Wells Fargo & Company/Mn This page	4,595	$379,730
5	TD	Toronto Dominion Bank	2,197	$266,781

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,730	4,595	+21.0%	Shares	Sole	2026-08-11
2026-03-31	$302,438	3,799	-4.6%	Shares	Sole	2026-05-05
2025-12-31	$371,122	3,982	+8.9%	Shares	Sole	2026-02-06
2025-09-30	$306,362	3,655	+7.0%	Shares	Sole	2025-11-07
2025-06-30	$273,609	3,415	+11.5%	Shares	Sole	2025-08-08
2025-03-31	$219,964	3,064	-28.4%	Shares	Sole	2025-04-30
2024-12-31	$300,697	4,281	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.