Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,147,704
+$71,298 QoQ
Shares Held
13,888
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,283
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026MAGNOLIA CAPITAL ADVISORS LLC holds $8,212,223 across 4 Banks - Diversified names. WFC ranks #2 (14.0% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,704 | 13,888 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,076,406 | 13,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,178,607 | 12,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $338,297 | 4,036 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $327,610 | 4,089 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $256,146 | 3,568 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $264,383 | 3,764 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||