Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$405,431
-$58,456 QoQ
Shares Held
4,906
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,952
of 2,853 holders
Holding Since
Sep 2022
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, 2026FLC Capital Advisors holds $8,804,493 across 5 Banks - Diversified names. WFC ranks #4 (4.6% 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 | $405,431 | 4,906 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $463,887 | 5,827 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $544,008 | 5,837 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $493,699 | 5,890 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $471,906 | 5,890 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $212,857 | 2,965 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $208,261 | 2,965 | Shares | Sole | 2025-01-16 | |
| 2023-03-31 | $304,497 | 8,146 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $295,058 | 7,146 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $313,193 | 7,787 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||