Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$921,436
+$33,785 QoQ
Shares Held
11,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,401
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, 2026PRIVATE MANAGEMENT GROUP INC holds $90,993,417 across 5 Banks - Diversified names. WFC ranks #5 (1.0% 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 | $921,436 | 11,150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $887,651 | 11,150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,039,180 | 11,150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $934,593 | 11,150 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $895,421 | 11,176 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $802,253 | 11,175 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $788,444 | 11,225 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $704,317 | 12,468 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $739,880 | 12,458 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $756,378 | 13,050 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,090,715 | 22,160 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $885,027 | 21,660 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $924,448 | 21,660 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $817,126 | 21,860 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,856,068 | 44,952 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,926,618 | 47,902 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $5,836,330 | 149,000 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,232,558 | 149,248 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,061,163 | 272,221 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,664,860 | 337,532 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,169,662 | 357,025 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $17,115,394 | 438,070 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,369,528 | 442,993 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,323,407 | 396,572 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,595,737 | 335,771 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,865,424 | 343,743 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||