Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$367,995
-$54,336 QoQ
Shares Held
4,453
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,023
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026Byrne Asset Management LLC holds $4,226,432 across 6 Banks - Diversified names. WFC ranks #3 (8.7% 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 | $367,995 | 4,453 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $422,331 | 5,305 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $53,496 | 574 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $47,945 | 572 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $46,469 | 580 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $35,177 | 490 | Principal | Sole | 2025-04-16 | |
| 2024-12-31 | $34,417 | 490 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $27,680 | 490 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $29,101 | 490 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $25,502 | 440 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $18,457 | 375 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $18,387 | 450 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $19,206 | 450 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $33,604 | 899 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $40,835 | 989 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $18,099 | 450 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $33,921 | 866 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $41,966 | 866 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $52,778 | 1,100 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||