Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$316,345
+$11,599 QoQ
Shares Held
3,828
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,158
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026Petix & Botte Co holds $1,917,964 across 4 Banks - Diversified names. WFC ranks #3 (16.5% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,345 | 3,828 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $152,373 | 1,914 | Principal | Sole | 2026-04-30 | |
| 2026-03-31 | $152,373 | 1,914 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $356,769 | 3,828 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $320,862 | 3,828 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $306,699 | 3,828 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $274,812 | 3,828 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $268,878 | 3,828 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $216,243 | 3,828 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $227,344 | 3,828 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||