Diligent Investors, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1549042 REDLANDS, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,372,567

+$51,519 QoQ

Shares Held

16,609

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,182

of 2,859 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diligent Investors, LLC holds $5,813,302 across 4 Banks - Diversified names. WFC ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	36,701	$2,091,222
2	JPM	Jpmorgan Chase & Co	6,037	$1,976,091
3	WFC	Wells Fargo & Company/Mn This page	16,609	$1,372,567
4	ING	Ing Groep NV	11,900	$373,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,372,567	16,609	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$1,321,048	16,594	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$1,545,256	16,580	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$1,388,562	16,566	-2.6%	Shares	Sole	2025-11-14
2025-06-30	$1,363,161	17,014	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$1,227,609	17,100	+0.7%	Shares	Sole	2025-04-10
2024-12-31	$1,193,096	16,986	-6.0%	Shares	Sole	2025-02-14
2024-09-30	$1,020,887	18,072	+6.0%	Shares	Sole	2024-11-01
2024-06-30	$1,012,896	17,055	-1.6%	Shares	Sole	2024-07-15
2024-03-31	$1,004,968	17,339	-3.4%	Shares	Sole	2024-05-06
2023-12-31	$883,154	17,943	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$731,843	17,911	-13.1%	Shares	Sole	2023-11-06
2023-06-30	$879,250	20,601	+34.3%	Shares	Sole	2023-07-24
2023-03-31	$573,334	15,338	+0.7%	Shares	Sole	2023-05-11
2022-12-31	$628,764	15,228	-3.0%	Shares	Sole	2023-01-20
2022-09-30	$631,252	15,695	-0.1%	Shares	Sole	2022-10-14
2022-06-30	$615,360	15,710	+4.0%	Shares	Sole	2022-07-13
2022-03-31	$731,891	15,103	+0.0%	Shares	Sole	2022-04-26
2021-12-31	$724,402	15,098	-1.9%	Shares	Sole	2022-01-21
2021-09-30	$714,110	15,387	0.0%	Shares	Sole	2021-10-13
2021-06-30	$696,877	15,387	-72.6%	Shares	Sole	2021-08-12
2021-03-31	$2,193,780	56,150	+38.0%	Shares	Sole	2021-04-23
2020-12-31	$1,228,205	40,696	-4.6%	Shares	Sole	2021-02-09
2020-09-30	$1,002,960	42,661	+184.1%	Shares	Sole	2020-11-09
2020-06-30	$384,435	15,017	+21.6%	Shares	Sole	2020-07-09
2020-03-31	$354,502	12,352	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.