Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,438
+$10,435 QoQ
Shares Held
3,575
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,209
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, 2026Navis Wealth Advisors, LLC holds $3,286,650 across 4 Banks - Diversified names. WFC ranks #4 (9.0% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,438 | 3,575 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $285,003 | 3,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $333,656 | 3,580 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $270,319 | 3,225 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $258,387 | 3,225 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||