STEPH & CO

Position in WFC — Wells Fargo & Company/Mn

CIK 941519 MARINETTE, WI

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$784,088

+$28,749 QoQ

Shares Held

9,488

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,514

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

STEPH & CO holds $3,396,838 across 5 Banks - Diversified names. WFC ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,220	$1,381,332
2	C	Citigroup Inc	8,698	$1,217,372
3	WFC	Wells Fargo & Company/Mn This page	9,488	$784,088
4	BAC	Bank Of America Corp /De/	169	$9,629
5	BMO	Bank Of Montreal /Can/	25	$4,417

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,088	9,488	0.0%	Shares	Sole	2026-07-16
2026-03-31	$755,339	9,488	-3.7%	Shares	Sole	2026-04-17
2025-12-31	$917,833	9,848	0.0%	Shares	Sole	2026-01-23
2025-09-30	$825,459	9,848	-3.9%	Shares	Sole	2025-10-06
2025-06-30	$821,069	10,248	0.0%	Shares	Sole	2025-07-16
2025-03-31	$735,703	10,248	0.0%	Shares	Sole	2025-04-23
2024-12-31	$719,819	10,248	0.0%	Shares	Sole	2025-01-14
2024-09-30	$578,909	10,248	0.0%	Shares	Sole	2024-10-15
2024-06-30	$608,628	10,248	0.0%	Shares	Sole	2024-07-30
2024-03-31	$593,974	10,248	0.0%	Shares	Sole	2024-04-12
2023-12-31	$504,406	10,248	0.0%	Shares	Sole	2024-01-31
2023-09-30	$418,733	10,248	0.0%	Shares	Sole	2023-10-26
2023-06-30	$437,384	10,248	0.0%	Shares	Sole	2023-07-14
2023-03-31	$383,070	10,248	0.0%	Shares	Sole	2023-04-18
2022-12-31	$423,139	10,248	0.0%	Shares	Sole	2023-01-26
2022-09-30	$412,174	10,248	0.0%	Shares	Sole	2022-10-11
2022-06-30	$401,414	10,248	-5.4%	Shares	Sole	2022-07-13
2022-03-31	$525,015	10,834	0.0%	Shares	Sole	2022-04-15
2021-12-31	$519,815	10,834	+5.7%	Shares	Sole	2022-01-24
2021-09-30	$475,609	10,248	0.0%	Shares	Sole	2021-10-22
2021-06-30	$464,131	10,248	0.0%	Shares	Sole	2021-07-27
2021-03-31	$400,389	10,248	0.0%	Shares	Sole	2021-04-16
2020-12-31	$309,284	10,248	0.0%	Shares	Sole	2021-01-29
2020-09-30	$240,930	10,248	-8.9%	Shares	Sole	2020-10-27
2020-06-30	$287,948	11,248	0.0%	Shares	Sole	2020-07-15
2020-03-31	$322,817	11,248	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.