Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$282,215
-$69,263 QoQ
Shares Held
3,415
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,247
of 2,859 holders
Holding Since
Dec 2021
9 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, 2026SONATA CAPITAL GROUP INC holds $4,684,435 across 4 Banks - Diversified names. WFC ranks #3 (6.0% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,215 | 3,415 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $351,478 | 4,415 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $420,798 | 4,515 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $294,627 | 3,515 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,573 | 3,115 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $223,625 | 3,115 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $218,797 | 3,115 | Shares | Sole | 2025-01-29 | |
| 2022-03-31 | $205,955 | 4,250 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $203,915 | 4,250 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||