Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$586,909
+$21,519 QoQ
Shares Held
7,102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,695
of 2,858 holders
Holding Since
Dec 2020
23 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, 2026COWA, LLC holds $3,048,194 across 4 Banks - Diversified names. WFC ranks #4 (19.3% of the industry book) .
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,909 | 7,102 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $565,390 | 7,102 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $668,430 | 7,172 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $598,726 | 7,143 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $610,754 | 7,623 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $488,172 | 6,800 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $477,632 | 6,800 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $384,132 | 6,800 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $433,547 | 7,300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $428,904 | 7,400 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $364,228 | 7,400 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $302,364 | 7,400 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $315,832 | 7,400 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $276,612 | 7,400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $305,546 | 7,400 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $273,496 | 6,800 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $364,281 | 9,300 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $450,678 | 9,300 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $446,214 | 9,300 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $443,865 | 9,564 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $446,740 | 9,864 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $490,875 | 12,564 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $362,160 | 12,000 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||