Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,735,004
-$4,986,017 QoQ
Shares Held
311,411
-19.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#347
of 2,858 holders
Holding Since
Jun 2021
21 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, 2026AIA Group Ltd holds $126,433,464 across 5 Banks - Diversified names. WFC ranks #3 (20.4% of the industry book) .
All Filings in WFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,735,004 | 311,411 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,721,021 | 385,894 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $30,186,827 | 323,893 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $12,108,385 | 144,457 | Shares | Defined | 2025-12-18 | |
| 2025-06-30 | $6,304,562 | 78,689 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $5,071,173 | 70,639 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,442,188 | 63,243 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,870,638 | 68,519 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $4,258,203 | 71,699 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,050,940 | 69,892 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $1,240,344 | 25,200 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,420,906 | 34,775 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,024,320 | 24,000 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,476,622 | 39,503 | Shares | Defined | 2023-04-28 | |
| 2022-12-31 | $1,466,868 | 35,526 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $726,413 | 18,061 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,143,411 | 29,191 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,385,560 | 69,863 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $3,880,958 | 80,887 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,496,629 | 32,248 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $803,082 | 17,732 | Shares | Defined | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||