BURNEY CO/

Position in WFC — Wells Fargo & Company/Mn

CIK 940445 RESTON, VA

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,502,309

-$3,245,176 QoQ

Shares Held

54,481

-44.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#709

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $58,941,563 across 7 Banks - Diversified names. WFC ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	161,718	$22,634,051
2	JPM	Jpmorgan Chase & Co	52,628	$17,226,722
3	BNY	Bank of New York Mellon Corp	82,542	$11,936,398
4	WFC	Wells Fargo & Company/Mn This page	54,481	$4,502,309
5	TD	Toronto Dominion Bank	8,070	$979,940
6	RY	Royal Bank Of Canada	4,339	$898,042
7	BAC	Bank Of America Corp /De/	13,410	$764,101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,502,309	54,481	-44.0%	Shares	Sole	2026-07-15
2026-03-31	$7,747,485	97,318	+1.5%	Shares	Sole	2026-04-29
2025-12-31	$8,939,650	95,919	+2.2%	Shares	Sole	2026-01-23
2025-09-30	$7,866,674	93,852	-5.2%	Shares	Sole	2025-10-16
2025-06-30	$7,932,520	99,008	-33.7%	Shares	Sole	2025-08-05
2025-03-31	$10,723,344	149,371	+102.1%	Shares	Sole	2025-05-06
2024-12-31	$5,191,227	73,907	+102.0%	Shares	Sole	2025-01-14
2024-09-30	$2,066,573	36,583	-2.6%	Shares	Sole	2024-10-18
2024-06-30	$2,231,519	37,574	-7.0%	Shares	Sole	2024-07-29
2024-03-31	$2,341,236	40,394	-9.6%	Shares	Sole	2024-05-22
2023-12-31	$2,199,051	44,678	-54.5%	Shares	Sole	2024-02-12
2023-09-30	$4,014,821	98,258	+47.9%	Shares	Sole	2023-11-08
2023-06-30	$2,834,976	66,424	-3.6%	Shares	Sole	2023-08-09
2023-03-31	$2,576,266	68,921	-1.7%	Shares	Sole	2023-05-10
2022-12-31	$2,894,016	70,090	-54.6%	Shares	Sole	2023-02-06
2022-09-30	$6,208,439	154,362	-25.0%	Shares	Sole	2022-11-15
2022-06-30	$8,057,347	205,702	+20.7%	Shares	Sole	2022-08-12
2022-03-31	$8,259,813	170,446	+257.5%	Shares	Sole	2022-05-09
2021-12-31	$2,287,494	47,676	+262.3%	Shares	Sole	2022-02-11
2021-09-30	$610,662	13,158	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$598,054	13,205	+1.1%	Shares	Sole	2021-08-06
2021-03-31	$510,058	13,055	-74.3%	Shares	Sole	2021-05-13
2020-12-31	$1,532,359	50,774	+228.7%	Shares	Sole	2021-02-11
2020-09-30	$363,182	15,448	-16.6%	Shares	Sole	2020-12-14
2020-06-30	$474,316	18,528	+0.2%	Shares	Sole	2020-08-13
2020-03-31	$530,806	18,495	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.