Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$424,191
+$7,354 QoQ
Shares Held
5,133
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,915
of 2,858 holders
Holding Since
Dec 2020
21 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, 2026FORTEM FINANCIAL GROUP, LLC holds $4,377,805 across 4 Banks - Diversified names. WFC ranks #3 (9.7% of the industry book) .
All Filings in WFC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,191 | 5,133 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $416,837 | 5,236 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $471,871 | 5,063 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $424,380 | 5,063 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $405,327 | 5,059 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $485,228 | 6,759 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $464,216 | 6,609 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $381,759 | 6,758 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $409,791 | 6,900 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $410,762 | 7,087 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $314,023 | 6,380 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $283,854 | 6,947 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $365,938 | 8,574 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $372,529 | 9,966 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $451,836 | 10,943 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $479,985 | 11,934 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $604,236 | 15,426 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $959,750 | 19,805 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $549,994 | 11,463 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $411,146 | 8,859 | Shares | Sole | 2021-10-15 | |
| 2020-12-31 | $7,122 | 236 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||