Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$836,647
+$168,242 QoQ
Shares Held
10,124
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,474
of 2,858 holders
Holding Since
Jun 2021
15 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, 2026Fermata Advisors, LLC holds $3,009,826 across 4 Banks - Diversified names. WFC ranks #2 (27.8% of the industry book) .
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,647 | 10,124 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $668,405 | 8,396 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $756,504 | 8,117 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $608,784 | 7,263 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $581,911 | 7,263 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $915,394 | 12,751 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $219,289 | 3,122 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $240,873 | 4,264 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $251,160 | 4,229 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $245,112 | 4,229 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $230,152 | 4,676 | Shares | Sole | 2024-01-19 | |
| 2022-03-31 | $207,505 | 4,282 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $232,990 | 4,856 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $214,274 | 4,617 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $204,937 | 4,525 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||