Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,925
+$407 QoQ
Shares Held
108
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,808
of 2,858 holders
Holding Since
Mar 2020
10 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, 2026Darwin Wealth Management, LLC holds $2,672,333 across 6 Banks - Diversified names. WFC ranks #4 (0.3% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,925 | 108 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,518 | 107 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,972 | 107 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,968 | 107 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,572 | 107 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,681 | 107 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $7,515 | 107 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $6,100 | 108 | Shares | Sole | 2024-11-08 | |
| 2021-12-31 | $189,281 | 3,945 | Shares | Sole | 2022-01-21 | |
| 2020-03-31 | $51,745 | 1,803 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||