Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,454,240
+$3,285,721 QoQ
Shares Held
66,000
+113.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#651
of 2,858 holders
Holding Since
Sep 2021
15 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, 2026EASTERLY INVESTMENT PARTNERS LLC holds $81,485,523 across 4 Banks - Diversified names. WFC ranks #4 (6.7% of the industry book) .
All Filings in WFC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,454,240 | 66,000 | Shares | Sole | 2026-07-23 | |
| 2024-12-31 | $2,168,519 | 30,873 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,195,935 | 38,873 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,588,394 | 43,583 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,568,149 | 44,309 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,275,145 | 46,224 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,901,338 | 46,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,179,232 | 74,490 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $2,890,221 | 77,320 | Shares | Other | 2023-11-13 | |
| 2022-12-31 | $3,193,987 | 77,355 | Shares | Other | 2023-11-13 | |
| 2022-09-30 | $3,166,198 | 78,722 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,094,194 | 78,994 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,665,081 | 323,258 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $13,212,635 | 275,378 | Shares | Other | 2022-08-02 | |
| 2021-09-30 | $5,430,387 | 117,009 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||