Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$479,890
+$21,178 QoQ
Shares Held
5,807
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,842
of 2,858 holders
Holding Since
Dec 2020
11 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, 2026Regent Peak Wealth Advisors LLC holds $4,483,305 across 4 Banks - Diversified names. WFC ranks #4 (10.7% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,890 | 5,807 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $458,712 | 5,762 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $516,234 | 5,539 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $459,082 | 5,477 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $394,988 | 5,502 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $379,225 | 5,399 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $298,719 | 5,288 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $307,165 | 5,172 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $284,004 | 4,900 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $239,159 | 4,859 | Shares | Sole | 2024-01-23 | |
| 2020-12-31 | $64,555 | 2,139 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||