Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$67,186
-$77,146 QoQ
Shares Held
813
-55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,657
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, 2026Founders Capital Management holds $11,077,305 across 4 Banks - Diversified names. WFC ranks #4 (0.6% 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 | $67,186 | 813 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $144,332 | 1,813 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $437,760 | 4,697 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $393,702 | 4,697 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $376,323 | 4,697 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $354,786 | 4,942 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $347,126 | 4,942 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $279,173 | 4,942 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $293,505 | 4,942 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $286,438 | 4,942 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $335,335 | 6,813 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $280,463 | 6,864 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $290,778 | 6,813 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $254,669 | 6,813 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $281,308 | 6,813 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $274,018 | 6,813 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $71,015 | 1,813 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $87,857 | 1,813 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $86,987 | 1,813 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $79,036 | 1,703 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $77,128 | 1,703 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $66,536 | 1,703 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $2,407,397 | 79,768 | Shares | Sole | 2021-01-12 | |
| 2020-03-31 | $2,240,465 | 78,065 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||