Western Financial Corp/CA

Position in WFC — Wells Fargo & Company/Mn

CIK 1954480 SAN DIEGO, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,346,034

-$466,732 QoQ

Shares Held

88,892

-9.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.33%

of 13F equity value

Holder Rank

#579

of 2,858 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Financial Corp/CA holds $15,600,811 across 5 Banks - Diversified names. WFC ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	88,892	$7,346,034
2	BNY	Bank of New York Mellon Corp	42,434	$6,136,380
3	JPM	Jpmorgan Chase & Co	3,309	$1,083,134
4	C	Citigroup Inc	6,218	$870,271
5	SAN	Banco Santander, S.A.	11,956	$164,992

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,346,034	88,892	-9.4%	Shares	Sole	2026-07-22
2026-03-31	$7,812,766	98,138	+1.7%	Shares	Sole	2026-04-23
2025-12-31	$8,989,699	96,456	-0.3%	Shares	Sole	2026-01-21
2025-09-30	$8,112,434	96,784	+12.0%	Shares	Sole	2025-10-21
2025-06-30	$6,920,525	86,377	-10.2%	Shares	Sole	2025-07-17
2025-03-31	$6,907,059	96,212	+0.2%	Shares	Sole	2025-04-23
2024-12-31	$6,747,746	96,067	+1.1%	Shares	Sole	2025-01-24
2024-09-30	$5,368,527	95,035	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$5,636,289	94,903	+4.4%	Shares	Sole	2024-07-19
2024-03-31	$5,267,230	90,877	0.0%	Shares	Sole	2024-04-24
2023-12-31	$4,472,965	90,877	-0.3%	Shares	Sole	2024-01-25
2023-09-30	$3,726,023	91,190	0.0%	Shares	Sole	2023-10-19
2023-06-30	$3,891,989	91,190	-0.0%	Shares	Sole	2023-07-27
2023-03-31	$3,409,280	91,206	0.0%	Shares	Sole	2023-04-20
2022-12-31	$3,765,895	91,206	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.