Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$409,811
+$131,654 QoQ
Shares Held
4,959
+41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,953
of 2,868 holders
Holding Since
Dec 2024
6 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, 2026Symphony Financial, Ltd. Co. holds $10,076,426 across 4 Banks - Diversified names. WFC ranks #4 (4.1% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,811 | 4,959 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $278,157 | 3,494 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $410,173 | 4,401 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $364,868 | 4,353 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $403,644 | 5,038 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $218,165 | 3,106 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||