Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,080,155
-$2,118,640 QoQ
Shares Held
73,574
-28.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#628
of 2,858 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Dec 31, 2021CallValue
$1,439
CallShares
30
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Banque Cantonale Vaudoise holds $395,242,121 across 5 Banks - Diversified names. WFC ranks #4 (1.5% of the industry book) .
All Filings in WFC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,080,155 | 73,574 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,198,795 | 102,987 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,743,837 | 93,818 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,888,019 | 70,246 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,614,729 | 70,079 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,275,344 | 73,483 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $2,096,569 | 37,114 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,574,853 | 43,355 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,341,931 | 40,406 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,843,338 | 37,451 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,262,425 | 79,844 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,415,168 | 80,018 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,320,016 | 88,818 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,863,629 | 93,573 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,281,007 | 31,850 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,247,564 | 31,850 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,582,219 | 32,650 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,439 | 30 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,489,779 | 31,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,392 | 30 | Call | Sole | 2021-10-29 | |
| 2021-09-30 | $1,441,030 | 31,050 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,358 | 30 | Call | Sole | 2021-08-11 | |
| 2021-06-30 | $347,147 | 7,665 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,172 | 30 | Call | Sole | 2021-05-11 | |
| 2021-03-31 | $338,775 | 8,671 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $272,615 | 9,033 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $63,570 | 2,704 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $52,326 | 2,044 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $589,755 | 20,549 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||