Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,534,376
+$48,217 QoQ
Shares Held
18,567
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,117
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026F/m Investments LLC holds $19,343,608 across 4 Banks - Diversified names. WFC ranks #3 (7.9% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,376 | 18,567 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,486,159 | 18,668 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,372,442 | 36,185 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,696,629 | 44,102 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,625,830 | 45,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,065,074 | 42,695 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,127,576 | 44,527 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,112,500 | 37,396 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $9,870,379 | 166,196 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||