Position in WF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$393,190
-$63,020 QoQ
Shares Held
6,850
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#98
of 199 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Centurion Wealth Management LLC holds $984,642 across 3 Banks - Regional names. WF ranks #2 (39.9% of the industry book) .
All Filings in WF
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,190 | 6,850 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $456,210 | 6,850 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $432,106 | 7,350 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $412,702 | 7,350 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||