Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,647
+$227,662 QoQ
Shares Held
3,033
+549.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,338
of 2,858 holders
Holding Since
Dec 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, 2026Resurgent Financial Advisors LLC holds $6,768,258 across 5 Banks - Diversified names. WFC ranks #4 (3.7% 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 | $250,647 | 3,033 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $22,985 | 467 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $23,739 | 581 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $38,668 | 906 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,417 | 894 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $51,488 | 1,247 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||