Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$268,249
-$68,023 QoQ
Shares Held
3,246
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,287
of 2,858 holders
Holding Since
Sep 2022
6 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, 2026EdgeRock Capital LLC holds $2,757,318 across 4 Banks - Diversified names. WFC ranks #4 (9.7% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,249 | 3,246 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $336,272 | 4,224 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $412,782 | 4,429 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $347,098 | 4,141 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $327,129 | 4,083 | Shares | Sole | 2025-07-16 | |
| 2022-09-30 | $18,259 | 454 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||