Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$405,101
+$13,022 QoQ
Shares Held
4,902
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,956
of 2,859 holders
Holding Since
Sep 2024
8 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, 2026MMA ASSET MANAGEMENT LLC holds $2,258,285 across 4 Banks - Diversified names. WFC ranks #4 (17.9% of the industry book) .
All Filings in WFC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,101 | 4,902 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $392,079 | 4,925 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $459,103 | 4,926 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $414,741 | 4,948 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $417,425 | 5,210 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $381,204 | 5,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $369,813 | 5,265 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $292,618 | 5,180 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||