Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$492,121
+$19,318 QoQ
Shares Held
5,955
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,826
of 2,858 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Zullo Investment Group, Inc. holds $8,500,748 across 4 Banks - Diversified names. WFC ranks #4 (5.8% of the industry book) .
All Filings in WFC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,121 | 5,955 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $472,803 | 5,939 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $566,656 | 6,080 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $531,418 | 6,340 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $498,186 | 6,218 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $454,215 | 6,327 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $434,083 | 6,180 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $330,297 | 5,847 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $344,699 | 5,804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $336,631 | 5,808 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $352,562 | 7,163 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $288,635 | 7,064 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $290,693 | 6,811 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $268,911 | 7,194 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $300,880 | 7,287 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $286,527 | 7,124 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $273,289 | 6,977 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $337,572 | 6,966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $333,317 | 6,947 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||