Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$242,217
+$3,865 QoQ
Shares Held
2,931
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,364
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, 2026Canvas Wealth Advisors, LLC holds $6,238,520 across 4 Banks - Diversified names. WFC ranks #4 (3.9% 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 | $242,217 | 2,931 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $238,352 | 2,994 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $287,988 | 3,090 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $262,524 | 3,132 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $249,093 | 3,109 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||