Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$659,880
+$199,416 QoQ
Shares Held
7,985
+38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,624
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026Souders Financial Advisors holds $9,039,860 across 4 Banks - Diversified names. WFC ranks #3 (7.3% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,880 | 7,985 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $460,464 | 5,784 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $400,200 | 4,294 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $322,287 | 3,845 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $259,027 | 3,233 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||