Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$910,692
+$25,270 QoQ
Shares Held
11,020
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,414
of 2,858 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $18,779,315 across 5 Banks - Diversified names. WFC ranks #5 (4.8% of the industry book) .
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,692 | 11,020 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $885,422 | 11,122 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $566,469 | 6,078 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $509,206 | 6,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $486,328 | 6,070 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $435,693 | 6,069 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $359,839 | 5,123 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $289,398 | 5,123 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $304,254 | 5,123 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $308,521 | 5,323 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $230,491 | 5,641 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $242,721 | 5,687 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $211,446 | 5,121 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $205,966 | 5,121 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $200,589 | 5,121 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $248,163 | 5,121 | Shares | Sole | 2022-05-03 | |
| 2020-06-30 | $256,793 | 10,031 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $253,076 | 8,818 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||