Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,552,392
+$57,078 QoQ
Shares Held
18,785
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,113
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026M.E. ALLISON & CO., INC. holds $5,126,476 across 5 Banks - Diversified names. WFC ranks #2 (30.3% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552,392 | 18,785 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,495,314 | 18,783 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,750,389 | 18,781 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,574,055 | 18,779 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,502,410 | 18,752 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,391,649 | 19,385 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,361,532 | 19,384 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||