Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$422,620
+$16,371 QoQ
Shares Held
5,114
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,919
of 2,859 holders
Holding Since
Jun 2024
7 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, 2026Trek Financial, LLC holds $4,208,560 across 4 Banks - Diversified names. WFC ranks #4 (10.0% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,620 | 5,114 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $406,249 | 5,103 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $851,102 | 9,132 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,047,917 | 12,502 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $632,226 | 7,891 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $469,865 | 6,545 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $254,011 | 4,277 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||