Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$503,277
+$22,274 QoQ
Shares Held
6,090
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,808
of 2,858 holders
Holding Since
Dec 2021
18 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, 2026Wayfinding Financial, LLC holds $4,100,435 across 5 Banks - Diversified names. WFC ranks #4 (12.3% of the industry book) .
All Filings in WFC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,277 | 6,090 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $481,003 | 6,042 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $570,384 | 6,120 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $529,490 | 6,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $526,067 | 6,566 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $503,894 | 7,019 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $474,400 | 6,754 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $346,006 | 5,826 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $361,612 | 6,239 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $335,975 | 6,826 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $301,301 | 7,374 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $339,049 | 7,944 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $277,396 | 7,421 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $379 | 7,058 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $286,446 | 7,122 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $268,040 | 6,843 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $338,250 | 6,980 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $338,642 | 7,058 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||