Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,187,782
-$755,760 QoQ
Shares Held
50,675
-18.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#739
of 2,859 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Jun 30, 2026CallValue
$173,000
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $32,393,585 across 5 Banks - Diversified names. WFC ranks #3 (12.9% of the industry book) .
All Filings in WFC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,000 | 20,000 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $4,187,782 | 50,675 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,943,542 | 62,097 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,368,879 | 57,606 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,763,574 | 56,831 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,553,620 | 56,835 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,820,089 | 53,212 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,472,033 | 49,431 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,232,979 | 57,231 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,554,907 | 59,857 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,729,088 | 64,339 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,433,926 | 29,133 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,790,738 | 68,300 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,908,684 | 68,151 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,178,458 | 85,031 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,542,021 | 85,784 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,323,660 | 82,637 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,225,061 | 82,335 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,227,795 | 87,243 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,907,155 | 81,433 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $4,465,245 | 96,213 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,114,321 | 68,764 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,333,533 | 59,727 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,741,446 | 57,702 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,702,547 | 72,418 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,761,958 | 107,889 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,397,345 | 48,688 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||