Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,396
+$455 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,795
of 2,859 holders
Holding Since
Jun 2024
9 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, 2026SWAN Capital LLC holds $55,710 across 4 Banks - Diversified names. WFC ranks #2 (22.3% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,396 | 150 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,941 | 150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,980 | 150 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,573 | 150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,018 | 150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,768 | 150 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $10,536 | 150 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $8,473 | 150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,908 | 150 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||