WELLS FARGO CO NEW - 94988U656
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Estabrook Capital Management | History | New | 2,000 | 47 | 0.01% | — | 2 | +2,000 | New | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 1,976 | 47 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,848 | 43 | 0.0% | 0.0% | 3 | -300 | -13.97% | Q1 2026 | May 08, 2026 |
| Leo H. Evart, Inc. | History | New | 500 | 11 | 0.01% | — | 4 | +500 | New | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 372 | 8 | 0.0% | — | 5 | +372 | New | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -115,991 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,488 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | Apr 28, 2026 |