Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,561,618
+$168,879 QoQ
Shares Held
43,098
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#789
of 2,858 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, 2026Stonebridge Capital Advisors LLC holds $48,648,615 across 5 Banks - Diversified names. WFC ranks #4 (7.3% 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 | $3,561,618 | 43,098 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,392,739 | 42,617 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,998,746 | 42,905 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,062,671 | 48,469 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,991,498 | 49,819 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,637,455 | 50,668 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,613,988 | 51,452 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,998,319 | 53,077 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,198,210 | 53,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,139,867 | 54,173 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,752,677 | 55,926 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,287,424 | 55,982 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,418,931 | 56,676 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $2,137,949 | 57,195 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,363,646 | 57,245 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,349,049 | 58,405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,362,851 | 60,323 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,926,402 | 60,388 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,973,512 | 61,974 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,997,018 | 64,577 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,989,819 | 66,015 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,579,206 | 66,015 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,953,128 | 64,716 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,504,075 | 63,976 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $1,637,785 | 63,976 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,792,745 | 62,465 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||