Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,970,302
+$987,676 QoQ
Shares Held
23,842
+93.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,019
of 2,858 holders
Holding Since
Sep 2024
8 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, 2026Howard Capital Management Inc. holds $24,954,989 across 5 Banks - Diversified names. WFC ranks #4 (7.9% of the industry book) .
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,970,302 | 23,842 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $982,626 | 12,343 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,287,221 | 24,541 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,046,130 | 24,411 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,064,532 | 25,768 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,639,683 | 22,840 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,818,162 | 25,885 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,397,054 | 24,731 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||