Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$514,020
+$123,533 QoQ
Shares Held
6,220
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,792
of 2,858 holders
Holding Since
Dec 2022
11 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, 2026Revolve Wealth Partners, LLC holds $7,753,972 across 5 Banks - Diversified names. WFC ranks #4 (6.6% 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 | $514,020 | 6,220 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $390,487 | 4,905 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $446,707 | 4,793 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $395,798 | 4,722 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $369,914 | 4,617 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $341,074 | 4,751 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $308,353 | 4,390 | Shares | Sole | 2025-03-19 | |
| 2024-09-30 | $248,047 | 4,391 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $242,845 | 4,089 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $228,710 | 3,946 | Shares | Sole | 2024-04-15 | |
| 2022-12-31 | $201,453 | 4,879 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||