Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$580,132
+$9,727 QoQ
Shares Held
7,020
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,707
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Sippican Capital Advisors holds $2,699,491 across 3 Banks - Diversified names. WFC ranks #3 (21.5% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,132 | 7,020 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $570,405 | 7,165 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $687,350 | 7,375 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $680,199 | 8,115 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $652,417 | 8,143 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $584,585 | 8,143 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $582,500 | 8,293 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $468,471 | 8,293 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $492,521 | 8,293 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $480,662 | 8,293 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $749,768 | 15,233 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $338,851 | 8,293 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $353,945 | 8,293 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $323,075 | 8,643 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $376,193 | 9,111 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $367,449 | 9,136 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $411,520 | 10,506 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $509,120 | 10,506 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $506,956 | 10,566 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $767,435 | 16,536 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $739,585 | 16,330 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $641,920 | 16,430 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $510,947 | 16,930 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $610,084 | 25,950 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $568,064 | 22,190 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $652,638 | 22,740 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||