Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$340,146
-$9,978 QoQ
Shares Held
4,116
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,093
of 2,859 holders
Holding Since
Jun 2024
9 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, 2026Black Diamond Financial, LLC holds $5,214,762 across 4 Banks - Diversified names. WFC ranks #3 (6.5% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,146 | 4,116 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $350,124 | 4,398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $447,732 | 4,804 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $404,934 | 4,831 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $218,086 | 2,722 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $348,612 | 4,856 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $338,135 | 4,814 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $263,412 | 4,663 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $228,948 | 3,855 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||