LAZARI CAPITAL MANAGEMENT, INC.
Position in WFC — Wells Fargo & Company/Mn
CIK 1986389
WOODLAND HILLS, CA
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,530,740
+$49,437 QoQ
Shares Held
18,523
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,118
of 2,858 holders
Holding Since
Jun 2023
13 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $11,088,661 across 5 Banks - Diversified names. WFC ranks #3 (13.8% of the industry book) .
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,740 | 18,523 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,481,303 | 18,607 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,782,636 | 19,127 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,602,303 | 19,116 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,501,448 | 18,740 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,309,880 | 18,246 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,346,079 | 19,164 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,169,512 | 20,703 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,244,755 | 20,959 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $1,213,566 | 20,938 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $1,122,412 | 22,804 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $923,517 | 22,602 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $971,311 | 22,758 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||