Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$408,572
+$17,051 QoQ
Shares Held
4,944
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,947
of 2,858 holders
Holding Since
Dec 2023
11 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, 2026Walker Asset Management, LLC holds $2,110,133 across 4 Banks - Diversified names. WFC ranks #3 (19.4% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,572 | 4,944 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $391,521 | 4,918 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $456,120 | 4,894 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $421,698 | 5,031 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $401,080 | 5,006 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $357,729 | 4,983 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $348,390 | 4,960 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $278,947 | 4,938 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $291,486 | 4,908 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $283,018 | 4,883 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $239,012 | 4,856 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||