Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,304,968
-$286,674 QoQ
Shares Held
15,791
-21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,191
of 2,853 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, 2026Arista Wealth Management, LLC holds $16,748,739 across 5 Banks - Diversified names. WFC ranks #2 (7.8% 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 | $1,304,968 | 15,791 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,591,642 | 19,993 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,285,228 | 13,790 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,448,996 | 17,287 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,132,335 | 14,133 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $305,753 | 4,259 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $299,152 | 4,259 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $240,590 | 4,259 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $251,991 | 4,243 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||