Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,450,105
+$190,409 QoQ
Shares Held
102,252
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#542
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, 2026BAXTER BROS INC holds $40,232,742 across 5 Banks - Diversified names. WFC ranks #2 (21.0% 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 | $8,450,105 | 102,252 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,259,696 | 103,752 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,708,364 | 104,167 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,816,774 | 105,187 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,639,499 | 107,832 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,858,994 | 109,472 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7,706,451 | 109,716 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,398,396 | 113,266 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,022,036 | 118,236 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,891,270 | 118,897 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,039,146 | 122,697 | Shares | Sole | 2024-05-17 | |
| 2023-09-30 | $5,045,637 | 123,486 | Shares | Sole | 2024-05-17 | |
| 2023-06-30 | $5,441,998 | 127,507 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,843,887 | 129,585 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,461,593 | 132,274 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,386,141 | 133,917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,279,910 | 109,265 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,498,707 | 113,469 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,481,619 | 114,248 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,484,455 | 118,174 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,519,129 | 121,862 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,846,086 | 124,036 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,806,814 | 126,137 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,683,311 | 156,670 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,430,476 | 212,128 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $6,100,672 | 212,567 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||