Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$393,035
+$6,370 QoQ
Shares Held
4,756
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,975
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $18,702,626 across 5 Banks - Diversified names. WFC ranks #4 (2.1% 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 | $393,035 | 4,756 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $386,665 | 4,857 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $545,033 | 5,848 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $541,309 | 6,458 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $509,963 | 6,365 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $434,760 | 6,056 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $424,881 | 6,049 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $300,583 | 5,321 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $315,836 | 5,318 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $315,418 | 5,442 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $296,796 | 6,030 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $294,641 | 7,211 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $307,253 | 7,199 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $234,223 | 6,266 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $258,310 | 6,256 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $276,552 | 6,876 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $268,941 | 6,866 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $342,030 | 7,058 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $391,468 | 8,159 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $939,941 | 20,253 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,157,068 | 25,548 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,014,296 | 25,961 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $848,208 | 28,105 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $725,142 | 30,844 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,022,336 | 39,935 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,137,639 | 39,639 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||