Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,308
-$27,008 QoQ
Shares Held
3,041
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,337
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $2,634,227 across 4 Banks - Diversified names. WFC ranks #3 (9.5% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,308 | 3,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $278,316 | 3,496 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $346,890 | 3,722 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $296,890 | 3,542 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $280,740 | 3,504 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $289,672 | 4,035 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $270,634 | 3,853 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||