Position in WFC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$358,822
+$12,758 QoQ
Shares Held
4,342
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,052
of 2,859 holders
Holding Since
Mar 2025
6 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, 2026Trilogy Capital Inc. holds $8,497,531 across 5 Banks - Diversified names. WFC ranks #4 (4.2% of the industry book) .
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,822 | 4,342 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $346,064 | 4,347 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $314,456 | 3,374 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $287,334 | 3,428 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $268,482 | 3,351 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $216,375 | 3,014 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||