Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,688,417
+$16,846 QoQ
Shares Held
20,431
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,074
of 2,859 holders
Holding Since
Dec 2022
15 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, 2026LJI Wealth Management, LLC holds $13,806,531 across 4 Banks - Diversified names. WFC ranks #3 (12.2% of the industry book) .
All Filings in WFC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,417 | 20,431 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,671,571 | 20,997 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,955,336 | 20,980 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,757,202 | 20,964 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,691,733 | 21,115 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,514,697 | 21,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,496,322 | 21,303 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,270,290 | 22,487 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,452,976 | 24,465 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,458,215 | 25,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,265,938 | 25,720 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,055,372 | 25,829 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $1,102,765 | 25,838 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $998,980 | 26,725 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $1,071,847 | 25,959 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||