Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,249,650
+$380,164 QoQ
Shares Held
75,625
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#620
of 2,858 holders
Holding Since
Dec 2022
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, 2026Meeder Advisory Services, Inc. holds $51,708,522 across 5 Banks - Diversified names. WFC ranks #4 (12.1% 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 | $6,249,650 | 75,625 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,869,486 | 73,728 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,624,469 | 71,078 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,574,952 | 66,511 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,273,498 | 65,820 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,659,386 | 64,903 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,320,883 | 61,516 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,389,287 | 59,998 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,797,455 | 63,941 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,661,813 | 45,925 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,140,627 | 43,491 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,697,446 | 41,543 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,753,678 | 41,089 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,805,267 | 48,295 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,976,428 | 47,867 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||