Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$348,988
+$26,727 QoQ
Shares Held
4,223
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,074
of 2,859 holders
Holding Since
Jun 2020
17 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, 2026DT Investment Partners, LLC holds $13,031,424 across 4 Banks - Diversified names. WFC ranks #3 (2.7% of the industry book) .
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,988 | 4,223 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $322,261 | 4,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $389,669 | 4,181 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $190,019 | 2,267 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $181,632 | 2,267 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $162,747 | 2,267 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $159,234 | 2,267 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $217,542 | 3,851 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $209,290 | 3,524 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $112,442 | 1,940 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $95,486 | 1,940 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $79,268 | 1,940 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $71,489 | 1,675 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $62,611 | 1,675 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $25,764 | 624 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $25,097 | 624 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $953,164 | 37,233 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||