Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,182,039
-$907,244 QoQ
Shares Held
220,015
-8.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#396
of 2,858 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $86,396,293 across 5 Banks - Diversified names. WFC ranks #3 (21.0% of the industry book) .
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,182,039 | 220,015 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,089,283 | 239,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,842,494 | 137,795 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,817,362 | 140,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,591,454 | 182,120 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,285,098 | 185,055 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $32,948,530 | 469,085 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,007,869 | 478,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,843,050 | 485,655 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,645,570 | 494,230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,022,315 | 142,672 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,069,630 | 148,547 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,442,844 | 150,957 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,720,074 | 153,025 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,173,987 | 319,060 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,951,845 | 322,025 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,754,927 | 325,630 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,340,255 | 316,555 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $6,381,561 | 211,450 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,060,527 | 215,250 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,295,360 | 206,850 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,817,490 | 202,700 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||