Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,573,076
-$127,159 QoQ
Shares Held
67,438
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#648
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, 2026Oak Thistle LLC holds $7,962,444 across 3 Banks - Diversified names. WFC ranks #1 (70.0% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,573,076 | 67,438 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,700,235 | 71,602 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,960,275 | 21,033 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $272,666 | 3,253 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,642,918 | 32,987 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||