Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,721
+$3,766 QoQ
Shares Held
1,243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,602
of 2,853 holders
Holding Since
Mar 2020
23 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, 2026Truvestments Capital LLC holds $2,154,837 across 8 Banks - Diversified names. WFC ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,344 | $1,749,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,070 | $117,948 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
1,243 | $102,721 | |
| 4 | C |
Citigroup Inc
|
505 | $70,679 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
300 | $53,010 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
213 | $30,801 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
262 | $30,130 | |
| 8 | UBS |
UBS Group AG
|
6 | $297 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,721 | 1,243 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $98,955 | 1,243 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $115,847 | 1,243 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $137,716 | 1,643 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,853 | 1,109 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,177,534 | 30,332 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $50,151 | 714 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $29,374 | 520 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $30,139 | 520 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,594 | 520 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,333 | 620 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,187 | 637 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,698 | 634 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,352 | 614 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,378 | 631 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $25,773 | 658 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $40,399 | 842 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $38,288 | 825 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $35,009 | 773 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $97,674 | 2,500 | Shares | Other | 2021-05-18 | |
| 2020-12-31 | $21,457 | 711 | Shares | Sole | 2021-02-17 | |
| 2020-06-30 | $16,307 | 637 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $18,052 | 629 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||