BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in WFC — Wells Fargo & Company/Mn

CIK 911274 CANTON, OH

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,631,313

+$90,064 QoQ

Shares Held

19,740

+2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,091

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $33,876,050 across 4 Banks - Diversified names. WFC ranks #2 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	95,120	$31,135,629
2	WFC	Wells Fargo & Company/Mn This page	19,740	$1,631,313
3	BAC	Bank Of America Corp /De/	11,224	$639,543
4	C	Citigroup Inc	3,355	$469,565

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,631,313	19,740	+2.0%	Shares	Sole	2026-07-29
2026-03-31	$1,541,249	19,360	-10.4%	Shares	Sole	2026-04-16
2025-12-31	$2,014,518	21,615	-11.3%	Shares	Sole	2026-02-05
2025-09-30	$2,042,274	24,365	-6.5%	Shares	Sole	2025-11-13
2025-06-30	$2,088,488	26,067	+13.7%	Shares	Sole	2025-08-07
2025-03-31	$1,646,216	22,931	-1.3%	Shares	Sole	2025-04-08
2024-12-31	$1,631,745	23,231	-2.5%	Shares	Sole	2025-01-28
2024-09-30	$1,345,817	23,824	-4.3%	Shares	Sole	2024-10-22
2024-06-30	$1,477,920	24,885	-4.2%	Shares	Sole	2024-07-03
2024-03-31	$1,505,279	25,971	-8.0%	Shares	Sole	2024-04-08
2023-12-31	$1,388,840	28,217	-23.6%	Shares	Sole	2024-01-09
2023-09-30	$1,509,245	36,937	-0.9%	Shares	Sole	2023-10-10
2023-06-30	$1,591,153	37,281	-7.5%	Shares	Sole	2023-07-11
2023-03-31	$1,507,198	40,321	-4.6%	Shares	Sole	2023-04-11
2022-12-31	$1,744,956	42,261	-2.9%	Shares	Sole	2023-01-17
2022-09-30	$1,750,857	43,532	-2.0%	Shares	Sole	2022-10-06
2022-06-30	$1,739,657	44,413	-2.3%	Shares	Sole	2022-07-11
2022-03-31	$2,203,524	45,471	+0.0%	Shares	Sole	2022-04-12
2021-12-31	$2,181,266	45,462	-2.6%	Shares	Sole	2022-01-10
2021-09-30	$2,166,372	46,679	-2.3%	Shares	Sole	2021-10-08
2021-06-30	$2,164,318	47,788	-3.9%	Shares	Sole	2021-07-08
2021-03-31	$1,942,013	49,706	-6.8%	Shares	Sole	2021-04-23
2020-12-31	$1,610,193	53,353	-30.2%	Shares	Sole	2021-01-20
2020-09-30	$1,796,516	76,415	-31.1%	Shares	Sole	2020-10-08
2020-06-30	$2,841,241	110,986	-6.1%	Shares	Sole	2020-07-17
2020-03-31	$3,392,483	118,205	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.