Position in WFC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$315,519
+$10,056 QoQ
Shares Held
3,818
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,159
of 2,859 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ARVEST INVESTMENTS, INC. holds $11,020,658 across 4 Banks - Diversified names. WFC ranks #4 (2.9% of the industry book) .
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,519 | 3,818 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $305,463 | 3,837 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $358,726 | 3,849 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||