Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$115,696
+$4,242 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,584
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SRH ADVISORS, LLC holds $19,192,306 across 4 Banks - Diversified names. WFC ranks #4 (0.6% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,696 | 1,400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $111,454 | 1,400 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $130,480 | 1,400 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $117,348 | 1,400 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $112,168 | 1,400 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $100,506 | 1,400 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $98,336 | 1,400 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $79,086 | 1,400 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $83,146 | 1,400 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $81,144 | 1,400 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $68,908 | 1,400 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $57,204 | 1,400 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,778,689 | 41,675 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,557,811 | 41,675 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,757,921 | 42,575 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,764,652 | 43,875 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,718,583 | 43,875 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,142,755 | 44,217 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,126,713 | 44,325 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,075,687 | 44,725 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,029,671 | 44,815 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,700,131 | 43,515 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,294,420 | 42,890 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,008,343 | 42,890 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,088,512 | 42,520 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,184,965 | 41,288 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||