Position in WFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$84,127
+$1,174 QoQ
Shares Held
1,018
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,630
of 2,859 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $15,231,965 across 4 Banks - Diversified names. WFC ranks #4 (0.6% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,127 | 1,018 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $82,953 | 1,042 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $83,507 | 896 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $75,102 | 896 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $71,787 | 896 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $64,323 | 896 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $62,935 | 896 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $50,615 | 896 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $53,213 | 896 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $51,932 | 896 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $44,101 | 896 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||