Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$108,351,865
+$29,809,436 QoQ
Shares Held
1,311,131
+32.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#159
of 2,858 holders
Holding Since
Mar 2020
24 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, 2026Phoenix Financial Ltd. holds $138,106,726 across 4 Banks - Diversified names. WFC ranks #1 (78.5% of the industry book) .
All Filings in WFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,351,865 | 1,311,131 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $78,542,429 | 986,590 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $96,500,398 | 1,035,412 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $87,514,114 | 1,044,072 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $105,125,692 | 1,312,103 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,521,281 | 244,063 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $20,876,240 | 297,213 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,395,968 | 325,650 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,735,531 | 214,439 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,940,786 | 223,271 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,663,599 | 135,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,807,973 | 44,248 | Shares | Defined | 2023-12-04 | |
| 2023-06-30 | $5,430,559 | 127,239 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $124,441,010 | 3,329,080 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $161,990,579 | 3,923,240 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $128,493,367 | 3,194,763 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $78,061,226 | 1,992,883 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $86,259,429 | 1,780,013 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $75,689,217 | 1,577,516 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $72,676,017 | 1,565,956 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $66,197,494 | 1,461,636 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $2,133,132 | 90,733 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,966,976 | 76,835 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,491,165 | 51,957 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||