Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$311,718
+$11,430 QoQ
Shares Held
3,772
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,169
of 2,858 holders
Holding Since
Sep 2021
18 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, 2026Pinnacle Holdings, LLC holds $6,567,582 across 3 Banks - Diversified names. WFC ranks #3 (4.7% of the industry book) .
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,718 | 3,772 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $300,288 | 3,772 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $351,550 | 3,772 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $215,585 | 2,572 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $206,068 | 2,572 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $184,643 | 2,572 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $183,326 | 2,610 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $181,276 | 3,209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $227,938 | 3,838 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $239,548 | 4,133 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $208,052 | 4,227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $90,995 | 2,227 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $95,048 | 2,227 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $83,245 | 2,227 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,514 | 1,732 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $67,842 | 1,732 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $83,932 | 1,732 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $33,972 | 732 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||