Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,178,142
+$151,909 QoQ
Shares Held
26,357
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#983
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $172,877,873 across 4 Banks - Diversified names. WFC ranks #4 (1.3% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,142 | 26,357 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,026,233 | 25,452 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,438,671 | 26,166 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,177,727 | 25,981 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,076,790 | 25,921 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,975,732 | 27,521 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,869,859 | 26,621 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,513,875 | 26,799 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,617,130 | 27,229 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,578,192 | 27,229 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,375,157 | 27,939 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,185,634 | 29,017 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,302,807 | 30,525 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,155,976 | 30,925 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,284,077 | 31,099 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,270,911 | 31,599 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,241,649 | 31,699 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,947,413 | 40,186 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,932,922 | 40,286 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,912,602 | 41,211 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,990,993 | 43,961 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,771,277 | 45,336 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,302,613 | 76,296 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,397,857 | 59,458 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,611,084 | 62,933 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,041,804 | 71,143 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||