Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,958,400
New position
Shares Held
60,000
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#684
of 2,859 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DAVIS-REA LTD. holds $48,406,941 across 3 Banks - Diversified names. WFC ranks #3 (10.2% of the industry book) .
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,958,400 | 60,000 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||