Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$741,611
+$240,944 QoQ
Shares Held
8,974
+42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,547
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Simmons Bank holds $37,188,099 across 5 Banks - Diversified names. WFC ranks #3 (2.0% of the industry book) .
All Filings in WFC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,611 | 8,974 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $500,667 | 6,289 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $592,658 | 6,359 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $523,288 | 6,243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $508,201 | 6,343 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $473,885 | 6,601 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $470,677 | 6,701 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $384,187 | 6,801 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $421,727 | 7,101 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $435,336 | 7,511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $443,225 | 9,005 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $580,373 | 14,204 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $633,583 | 14,845 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $558,456 | 14,940 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $680,210 | 16,474 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $696,368 | 17,314 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $689,939 | 17,614 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $970,264 | 20,022 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $970,250 | 20,222 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,023,572 | 22,055 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $984,196 | 21,731 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $890,678 | 22,797 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,631,801 | 54,069 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,434,603 | 61,021 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,652,096 | 64,535 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $862,520 | 30,053 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||