Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$142,884
+$5,239 QoQ
Shares Held
1,729
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,560
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $1,402,079 across 4 Banks - Diversified names. WFC ranks #4 (10.2% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,884 | 1,729 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $137,645 | 1,729 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $161,142 | 1,729 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $144,924 | 1,729 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $138,527 | 1,729 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $124,124 | 1,729 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $121,444 | 1,729 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||