Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,570,650
+$494,356 QoQ
Shares Held
91,610
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#567
of 2,858 holders
Holding Since
Dec 2024
7 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, 2026DMKC Advisory Services, LLC holds $25,153,643 across 4 Banks - Diversified names. WFC ranks #2 (30.1% 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 | $7,570,650 | 91,610 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,076,294 | 88,887 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,061,147 | 86,493 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,838,622 | 81,587 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,486,755 | 80,963 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,067,908 | 56,664 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,981,132 | 56,679 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||