Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,314
-$3,367 QoQ
Shares Held
3,513
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,221
of 2,858 holders
Holding Since
Mar 2024
9 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, 2026RKL Wealth Management LLC holds $17,547,441 across 4 Banks - Diversified names. WFC ranks #4 (1.7% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,314 | 3,513 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $293,681 | 3,689 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $757,343 | 8,126 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $668,715 | 7,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $642,482 | 8,019 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $587,601 | 8,185 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $215,777 | 3,072 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $208,458 | 3,510 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $205,352 | 3,543 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||