Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$435,347
+$20,341 QoQ
Shares Held
5,268
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,897
of 2,858 holders
Holding Since
Mar 2020
16 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, 2026MARINO, STRAM & ASSOCIATES LLC holds $11,389,545 across 4 Banks - Diversified names. WFC ranks #4 (3.8% of the industry book) .
All Filings in WFC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,347 | 5,268 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $415,006 | 5,213 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $478,022 | 5,129 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $429,828 | 5,128 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $416,463 | 5,198 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $371,585 | 5,176 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $371,148 | 5,284 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $292,561 | 5,179 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $281,449 | 4,739 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $288,177 | 4,972 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $246,493 | 5,008 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $205,607 | 5,032 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $212,887 | 4,988 | Shares | Sole | 2023-07-20 | |
| 2021-06-30 | $527,945 | 11,657 | Shares | Sole | 2021-07-22 | |
| 2020-06-30 | $199,731 | 7,802 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $373,530 | 13,015 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||