Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$554,266
+$36,403 QoQ
Shares Held
6,707
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,746
of 2,858 holders
Holding Since
Dec 2022
14 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,503,969 across 4 Banks - Diversified names. WFC ranks #3 (22.1% of the industry book) .
All Filings in WFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,266 | 6,707 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $517,863 | 6,505 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $587,439 | 6,303 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $528,233 | 6,302 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $384,736 | 4,802 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $337,413 | 4,700 | Shares | Other | 2025-05-09 | |
| 2024-09-30 | $475,758 | 8,422 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $482,009 | 8,116 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $471,098 | 8,128 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $458,287 | 9,311 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $376,116 | 9,205 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $332,904 | 7,800 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $254,184 | 6,800 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $243,611 | 5,900 | Shares | Other | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||