Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$426,835
+$23,770 QoQ
Shares Held
5,165
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,909
of 2,858 holders
Holding Since
Sep 2024
8 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, 2026UNIVEST FINANCIAL Corp holds $28,160,031 across 5 Banks - Diversified names. WFC ranks #4 (1.5% of the industry book) .
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,835 | 5,165 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $403,065 | 5,063 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $531,519 | 5,703 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $475,594 | 5,674 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $454,600 | 5,674 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $428,442 | 5,968 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $428,042 | 6,094 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $344,193 | 6,093 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||