Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,106,714
+$26,248 QoQ
Shares Held
13,392
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,304
of 2,859 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Segment Wealth Management, LLC holds $20,679,048 across 4 Banks - Diversified names. WFC ranks #2 (5.4% of the industry book) .
All Filings in WFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,714 | 13,392 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,080,466 | 13,572 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,351,586 | 14,502 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,122,517 | 13,392 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,072,967 | 13,392 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $944,541 | 13,157 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $908,413 | 12,933 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $726,461 | 12,860 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $871,073 | 14,667 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $854,388 | 14,741 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $721,909 | 14,667 | Shares | Sole | 2024-01-26 | |
| 2022-03-31 | $205,034 | 4,231 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||