Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$602,445
+$17,073 QoQ
Shares Held
7,290
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,679
of 2,858 holders
Holding Since
Dec 2022
13 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, 2026Verum Partners LLC holds $15,925,686 across 5 Banks - Diversified names. WFC ranks #4 (3.8% of the industry book) .
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,445 | 7,290 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $585,372 | 7,353 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $689,307 | 7,396 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $620,938 | 7,408 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $582,071 | 7,265 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $512,365 | 7,137 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $500,038 | 7,119 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $551,229 | 9,758 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $572,935 | 9,647 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $557,922 | 9,626 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $510,559 | 10,373 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $383,593 | 9,388 | Shares | Sole | 2023-10-10 | |
| 2022-12-31 | $226,269 | 5,480 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||