Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,470
+$1,321 QoQ
Shares Held
42
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,836
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, 2026DecisionPoint Financial, LLC holds $317,956 across 8 Banks - Diversified names. WFC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
831 | $272,011 | |
| 2 | BAC |
Bank Of America Corp /De/
|
358 | $20,398 | |
| 3 | BCS |
Barclays PLC
|
400 | $10,744 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
52 | $5,980 | |
| 5 | C |
Citigroup Inc
|
25 | $3,499 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
42 | $3,470 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
12 | $1,735 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
2 | $119 |
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,470 | 42 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,149 | 27 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,516 | 27 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,263 | 27 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,163 | 27 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||