Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,081,261
+$11,542 QoQ
Shares Held
13,084
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,309
of 2,858 holders
Holding Since
Mar 2020
10 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, 2026First Interstate Bank holds $17,898,428 across 4 Banks - Diversified names. WFC ranks #3 (6.0% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,261 | 13,084 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,069,719 | 13,437 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,203,118 | 12,909 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,078,092 | 12,862 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $277,375 | 3,462 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $250,259 | 3,486 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $260,801 | 3,713 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $242,228 | 4,288 | Shares | Defined | 2024-10-29 | |
| 2020-06-30 | $421,248 | 16,455 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $743,129 | 25,893 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||