Position in WFC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$241,722
+$3,052 QoQ
Shares Held
2,925
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,366
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $3,778,084 across 7 Banks - Diversified names. WFC ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,799 | $2,880,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,925 | $241,722 | |
| 4 | BCS |
Barclays PLC
|
6,105 | $163,980 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
233 | $22,155 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 7 | TD |
Toronto Dominion Bank
|
2 | $242 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,722 | 2,925 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $238,670 | 2,998 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $294,139 | 3,156 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $264,535 | 3,156 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $252,858 | 3,156 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $209,985 | 2,925 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $310,812 | 4,425 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $334,703 | 5,925 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $351,885 | 5,925 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $343,413 | 5,925 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $465,030 | 9,448 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $384,901 | 9,420 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $402,045 | 9,420 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $352,119 | 9,420 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $322,062 | 7,800 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $313,716 | 7,800 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $305,526 | 7,800 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $485,956 | 10,028 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $513,721 | 10,707 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $496,911 | 10,707 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $462,275 | 10,207 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $431,996 | 11,057 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $335,631 | 11,121 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $246,337 | 10,478 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $268,236 | 10,478 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $357,659 | 12,462 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||