Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$263,208
+$5,431 QoQ
Shares Held
3,185
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,306
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026SUTTON PLACE INVESTORS LLC holds $3,447,312 across 4 Banks - Diversified names. WFC ranks #4 (7.6% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,208 | 3,185 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $257,777 | 3,238 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $299,824 | 3,217 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $272,247 | 3,248 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $256,464 | 3,201 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||