Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,194,062
-$514,681 QoQ
Shares Held
50,751
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#738
of 2,858 holders
Holding Since
Dec 2022
14 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, 20263Chopt Investment Partners, LLC holds $14,867,355 across 5 Banks - Diversified names. WFC ranks #2 (28.2% of the industry book) .
All Filings in WFC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,194,062 | 50,751 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $4,708,743 | 50,523 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,426,450 | 52,809 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,258,137 | 53,147 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,682,109 | 51,290 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,351,993 | 47,722 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,676,157 | 47,374 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,731,405 | 45,991 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,603,910 | 44,926 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,028,306 | 41,209 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,556,357 | 38,090 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,607,755 | 37,670 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,563,680 | 41,832 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $1,824,687 | 44,192 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||