Peachtree Investment Partners, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1743863
INDIAN RIVER SHORES,, FL
Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$225,607
+$21,408 QoQ
Shares Held
2,730
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,423
of 2,859 holders
Holding Since
Jun 2025
5 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, 2026Peachtree Investment Partners, LLC holds $7,697,635 across 3 Banks - Diversified names. WFC ranks #3 (2.9% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,607 | 2,730 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $204,199 | 2,565 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $239,058 | 2,565 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $210,807 | 2,515 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $201,501 | 2,515 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||