Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,693
-$267,243 QoQ
Shares Held
81
-97.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,821
of 2,858 holders
Holding Since
Mar 2020
21 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, 2026CKW FINANCIAL GROUP holds $4,270,419 across 4 Banks - Diversified names. WFC ranks #4 (0.2% of the industry book) .
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,693 | 81 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $273,936 | 3,900 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $282,450 | 5,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $308,828 | 5,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $370,944 | 6,400 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $315,008 | 6,400 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $261,504 | 6,400 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $273,152 | 6,400 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $239,232 | 6,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $255,998 | 6,200 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $261,430 | 6,500 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $256,563 | 6,550 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $331,951 | 6,850 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $278,284 | 5,800 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $299,066 | 6,444 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $291,848 | 6,444 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $251,767 | 6,444 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $194,479 | 6,444 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $156,200 | 6,644 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $131,686 | 5,144 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $133,282 | 4,644 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||