Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,460,662
+$53,556 QoQ
Shares Held
17,675
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,152
of 2,859 holders
Holding Since
Mar 2022
18 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, 2026Wharton Business Group, LLC holds $83,643,600 across 5 Banks - Diversified names. WFC ranks #4 (1.7% of the industry book) .
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460,662 | 17,675 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,407,106 | 17,675 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,647,310 | 17,675 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,481,518 | 17,675 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,417,723 | 17,695 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,270,324 | 17,695 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,243,248 | 17,700 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $999,873 | 17,700 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,051,203 | 17,700 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,025,892 | 17,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $871,194 | 17,700 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $735,480 | 18,000 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $768,240 | 18,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $665,364 | 17,800 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $734,962 | 17,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $711,692 | 17,695 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $684,691 | 17,480 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $316,686 | 6,535 | Shares | Sole | 2022-05-18 | |
| No filing history on record for this holder in this stock. | ||||||