Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$106,852
+$3,917 QoQ
Shares Held
1,293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,596
of 2,858 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UNION SAVINGS BANK holds $4,339,489 across 4 Banks - Diversified names. WFC ranks #4 (2.5% of the industry book) .
All Filings in WFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,852 | 1,293 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $102,935 | 1,293 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $120,507 | 1,293 | Shares | Sole | 2026-03-06 | |
| 2025-06-30 | $103,594 | 1,293 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $92,823 | 1,293 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $90,819 | 1,293 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $73,040 | 1,293 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $76,790 | 1,293 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $74,942 | 1,293 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $69,055 | 1,403 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $57,326 | 1,403 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $59,879 | 1,403 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||