Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$927,881
+$14,834 QoQ
Shares Held
11,228
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,393
of 2,858 holders
Holding Since
Dec 2023
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, 2026SAXON INTERESTS, INC. holds $6,571,160 across 4 Banks - Diversified names. WFC ranks #2 (14.1% 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 | $927,881 | 11,228 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $913,047 | 11,469 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $419,959 | 4,506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,786 | 4,185 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $326,969 | 4,081 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $292,974 | 4,081 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $286,579 | 4,080 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $249,572 | 4,418 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $272,718 | 4,592 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $285,453 | 4,925 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $238,126 | 4,838 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||