Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$280,976
+$10,302 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,250
of 2,858 holders
Holding Since
Jun 2022
11 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, 2026Alan B Lancz & Associates, Inc. holds $2,913,778 across 5 Banks - Diversified names. WFC ranks #4 (9.6% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,976 | 3,400 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $270,674 | 3,400 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $354,160 | 3,800 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $318,516 | 3,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $304,456 | 3,800 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $272,802 | 3,800 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $337,152 | 4,800 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $271,152 | 4,800 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $225,682 | 3,800 | Shares | Sole | 2024-07-24 | |
| 2022-12-31 | $123,870 | 3,000 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $117,510 | 3,000 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||