Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$242,713
+$8,899 QoQ
Shares Held
2,937
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,363
of 2,858 holders
Holding Since
Dec 2024
6 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, 2026Davis Investment Partners, LLC holds $9,633,536 across 5 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,713 | 2,937 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $233,814 | 2,937 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $273,728 | 2,937 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $258,165 | 3,080 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $299,488 | 3,738 | Shares | Sole | 2025-07-08 | |
| 2024-12-31 | $213,740 | 3,043 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||