LEAVELL INVESTMENT MANAGEMENT, INC.
Position in WFC — Wells Fargo & Company/Mn
CIK 924181
MOBILE, AL
Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,908,074
+$3,326 QoQ
Shares Held
23,089
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,030
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $40,269,355 across 8 Banks - Diversified names. WFC ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,064 | $30,135,309 | |
| 2 | C |
Citigroup Inc
|
19,770 | $2,767,009 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
23,089 | $1,908,074 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
12,200 | $1,764,242 | |
| 5 | BAC |
Bank Of America Corp /De/
|
23,876 | $1,360,454 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
54,052 | $1,354,543 | |
| 7 | SAN |
Banco Santander, S.A.
|
41,517 | $572,934 | |
| 8 | TD |
Toronto Dominion Bank
|
3,350 | $406,790 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,908,074 | 23,089 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,904,748 | 23,926 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,169,789 | 23,281 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,006,064 | 23,933 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,917,431 | 23,932 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,560,140 | 21,732 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,624,791 | 23,132 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,205,609 | 21,342 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,250,812 | 21,061 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,395,618 | 24,079 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,161,050 | 23,589 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,132,189 | 27,709 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,191,369 | 27,914 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,083,945 | 28,998 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,217,435 | 29,485 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,205,996 | 29,985 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,122,142 | 28,648 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,374,664 | 28,367 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,414,786 | 29,487 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,461,079 | 31,482 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,511,327 | 33,370 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,303,765 | 33,370 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,067,587 | 35,374 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $875,183 | 37,226 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,078,092 | 42,113 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,420,449 | 49,493 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||