Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$513,607
+$15,648 QoQ
Shares Held
6,215
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,793
of 2,859 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Atlas Brown,Inc. holds $11,243,609 across 4 Banks - Diversified names. WFC ranks #4 (4.6% of the industry book) .
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,607 | 6,215 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $497,959 | 6,255 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $581,102 | 6,235 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $522,113 | 6,229 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $496,263 | 6,194 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $488,387 | 6,803 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $474,330 | 6,753 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $378,370 | 6,698 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $396,309 | 6,673 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $358,076 | 6,178 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $292,662 | 5,946 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $239,521 | 5,862 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $252,025 | 5,905 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $220,728 | 5,905 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $231,347 | 5,603 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $218,716 | 5,438 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $213,006 | 5,438 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $263,525 | 5,438 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $260,915 | 5,438 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $252,331 | 5,437 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $246,241 | 5,437 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $212,423 | 5,437 | Shares | Sole | 2021-04-13 | |
| 2020-09-30 | $202,444 | 8,611 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $263,014 | 10,274 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $294,835 | 10,273 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||