Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,539,748
+$274,507 QoQ
Shares Held
18,632
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,116
of 2,859 holders
Holding Since
Dec 2023
11 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, 2026Crown Wealth Group, LLC holds $4,151,380 across 4 Banks - Diversified names. WFC ranks #2 (37.1% of the industry book) .
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,748 | 18,632 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,265,241 | 15,893 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,225,207 | 13,146 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $762,259 | 9,094 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $725,646 | 9,057 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $653,576 | 9,104 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $466,955 | 6,648 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $367,636 | 6,508 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $386,866 | 6,514 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $416,964 | 7,194 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $257,174 | 5,225 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||