Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$596,660
+$21,876 QoQ
Shares Held
7,220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,686
of 2,859 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, 2026Alpha Family Trust holds $3,482,991 across 4 Banks - Diversified names. WFC ranks #2 (17.1% 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 | $596,660 | 7,220 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $574,784 | 7,220 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $672,904 | 7,220 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $605,180 | 7,220 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $578,466 | 7,220 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $518,323 | 7,220 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $507,132 | 7,220 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $407,857 | 7,220 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $428,795 | 7,220 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $418,471 | 7,220 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $355,368 | 7,220 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $295,009 | 7,220 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $308,149 | 7,220 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $312,683 | 8,365 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $379,248 | 9,185 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $288,980 | 7,185 | Shares | Defined | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||