Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$323,535
-$23,803 QoQ
Shares Held
3,915
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,132
of 2,858 holders
Holding Since
Dec 2021
13 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, 2026Bill Few Associates, Inc. holds $12,744,163 across 5 Banks - Diversified names. WFC ranks #3 (2.5% of the industry book) .
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,535 | 3,915 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $347,338 | 4,363 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $397,311 | 4,263 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $357,324 | 4,263 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $354,050 | 4,419 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $322,121 | 4,487 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $315,166 | 4,487 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $253,470 | 4,487 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $259,534 | 4,370 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $269,977 | 4,658 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $228,134 | 4,635 | Shares | Sole | 2024-01-17 | |
| 2022-03-31 | $250,780 | 5,175 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $224,306 | 4,675 | Shares | Sole | 2022-03-04 | |
| No filing history on record for this holder in this stock. | ||||||