Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$765,163
-$107,840 QoQ
Shares Held
9,259
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,528
of 2,853 holders
Holding Since
Dec 2021
19 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, 2026DMC Group, LLC holds $3,946,837 across 5 Banks - Diversified names. WFC ranks #3 (19.4% of the industry book) .
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,163 | 9,259 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $873,003 | 10,966 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,023,429 | 10,981 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $988,070 | 11,788 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,008,149 | 12,583 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,125,667 | 15,680 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,232,712 | 17,550 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,094,380 | 19,373 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,222,958 | 20,592 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,117,063 | 19,273 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $899,052 | 18,266 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $781,529 | 19,127 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $821,163 | 19,240 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $734,330 | 19,645 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $643,669 | 15,589 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $620,715 | 15,433 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $608,427 | 15,533 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $635,698 | 13,118 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $676,518 | 14,100 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||