Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$969,201
+$35,615 QoQ
Shares Held
11,728
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,361
of 2,858 holders
Holding Since
Dec 2021
19 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, 2026Cladis Investment Advisory, LLC holds $4,913,804 across 4 Banks - Diversified names. WFC ranks #2 (19.7% 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 | $969,201 | 11,728 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $933,586 | 11,727 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,186,156 | 12,727 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,066,693 | 12,726 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,099,727 | 13,726 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $985,317 | 13,725 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $964,044 | 13,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $780,917 | 13,824 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $821,007 | 13,824 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $801,181 | 13,823 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $680,318 | 13,822 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $564,766 | 13,822 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $589,880 | 13,821 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $527,805 | 14,120 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $693,259 | 16,790 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $670,427 | 16,669 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $652,924 | 16,669 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $812,577 | 16,768 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $655,790 | 13,668 | Shares | Sole | 2024-10-01 | |
| No filing history on record for this holder in this stock. | ||||||