Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,529,682
+$1,764,139 QoQ
Shares Held
175,819
+9.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#441
of 2,859 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $48,938,736 across 3 Banks - Diversified names. WFC ranks #2 (29.7% of the industry book) .
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,529,682 | 175,819 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,765,543 | 160,351 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,655,534 | 135,789 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,932,418 | 118,497 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,345,802 | 91,685 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,525,317 | 76,965 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,754,545 | 67,690 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,436,738 | 60,838 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,116,787 | 52,480 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,748,984 | 47,429 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||