Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,025,314
+$37,593 QoQ
Shares Held
12,407
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,335
of 2,858 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $7,383,608 across 5 Banks - Diversified names. WFC ranks #3 (13.9% of the industry book) .
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,314 | 12,407 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $987,721 | 12,407 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,156,332 | 12,407 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,442,290 | 17,207 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $1,378,624 | 17,207 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,235,290 | 17,207 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $773,131 | 11,007 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $559,251 | 9,900 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $587,961 | 9,900 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $573,804 | 9,900 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $487,278 | 9,900 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $404,514 | 9,900 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $422,532 | 9,900 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $370,062 | 9,900 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $408,771 | 9,900 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $398,178 | 9,900 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||