Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$203,790
-$334,832 QoQ
Shares Held
2,466
-73.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,498
of 2,858 holders
Holding Since
Mar 2024
2 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, 2026Eagle Strategies LLC holds $4,508,673 across 4 Banks - Diversified names. WFC ranks #4 (4.5% of the industry book) .
All Filings in WFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,790 | 2,466 | Shares | Sole | 2026-07-21 | |
| 2024-03-31 | $538,622 | 9,293 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||