Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$376,177
+$25,814 QoQ
Shares Held
4,552
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,002
of 2,858 holders
Holding Since
Mar 2024
10 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, 2026Concentrum Wealth Management holds $2,670,198 across 5 Banks - Diversified names. WFC ranks #4 (14.1% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,177 | 4,552 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $350,363 | 4,401 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $408,029 | 4,378 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $384,063 | 4,582 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $360,219 | 4,496 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $327,434 | 4,561 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $292,549 | 4,165 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $233,360 | 4,131 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $248,487 | 4,184 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $247,547 | 4,271 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||