Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$389,482
-$29,505 QoQ
Shares Held
4,713
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,981
of 2,859 holders
Holding Since
Dec 2022
7 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, 2026RW Investment Management LLC holds $4,745,934 across 4 Banks - Diversified names. WFC ranks #3 (8.2% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,482 | 4,713 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $418,987 | 5,263 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $252,633 | 3,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $241,481 | 3,014 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $206,180 | 2,872 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $201,729 | 2,872 | Shares | Sole | 2025-02-03 | |
| 2022-12-31 | $673,563 | 16,313 | Shares | Sole | 2024-06-06 | |
| No filing history on record for this holder in this stock. | ||||||