Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$249,159
+$9,135 QoQ
Shares Held
3,015
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,342
of 2,859 holders
Holding Since
Mar 2022
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, 2026Apriem Advisors holds $17,002,564 across 4 Banks - Diversified names. WFC ranks #4 (1.5% 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 | $249,159 | 3,015 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $240,024 | 3,015 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $280,998 | 3,015 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $262,943 | 3,137 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $243,564 | 3,040 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $220,897 | 3,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $203,415 | 2,896 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $210,661 | 4,280 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $218,070 | 4,500 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||