Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$336,923
+$2,323 QoQ
Shares Held
4,077
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,103
of 2,859 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Sep 30, 2025CallValue
$134,112
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Centurion Wealth Management LLC holds $2,754,175 across 4 Banks - Diversified names. WFC ranks #3 (12.2% 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 | $336,923 | 4,077 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $334,600 | 4,203 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $392,838 | 4,215 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $134,112 | 1,600 | Call | Sole | 2025-10-09 | |
| 2025-09-30 | $348,607 | 4,159 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $337,866 | 4,217 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $297,138 | 4,139 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $290,723 | 4,139 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $234,433 | 4,150 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $236,418 | 4,079 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $202,940 | 4,915 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||