Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$221,888
-$262,029 QoQ
Shares Held
2,685
-74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,437
of 2,853 holders
Holding Since
Jun 2021
3 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, 2026WESPAC Advisors, LLC holds $2,977,153 across 4 Banks - Diversified names. WFC ranks #4 (7.5% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,888 | 2,685 | Shares | Sole | 2026-08-10 | |
| 2021-09-30 | $483,917 | 10,427 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $220,969 | 4,879 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||