Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$510,880
-$22,507 QoQ
Shares Held
6,182
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,796
of 2,858 holders
Holding Since
Sep 2024
6 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, 2026VISTA CAPITAL PARTNERS, INC. holds $3,862,405 across 4 Banks - Diversified names. WFC ranks #3 (13.2% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,880 | 6,182 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $533,387 | 6,700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $497,501 | 5,338 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $372,831 | 4,448 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $301,961 | 4,299 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $239,178 | 4,234 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||