Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$314,941
+$1,915 QoQ
Shares Held
3,811
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,161
of 2,858 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, 2026Great Waters Wealth Management holds $516,903 across 2 Banks - Diversified names. WFC ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
3,811 | $314,941 | |
| 2 | C |
Citigroup Inc
|
1,443 | $201,962 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,941 | 3,811 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $313,026 | 3,932 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $367,394 | 3,942 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $333,519 | 3,979 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $417,665 | 5,213 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $367,277 | 5,116 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $486,412 | 6,925 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $386,335 | 6,839 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $395,062 | 6,652 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||