Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$219,987
+$6,712 QoQ
Shares Held
2,662
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,445
of 2,853 holders
Holding Since
Dec 2023
6 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, 2026ACORN CREEK CAPITAL LLC holds $2,774,865 across 6 Banks - Diversified names. WFC ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,361 | $1,100,156 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
5,787 | $550,285 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,092 | $347,122 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,059 | $331,511 | |
| 5 | RY |
Royal Bank Of Canada
|
1,091 | $225,804 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
2,662 | $219,987 |
All Filings in WFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,987 | 2,662 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $213,275 | 2,679 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $256,766 | 2,755 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $226,984 | 2,708 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $217,525 | 2,715 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $239,947 | 4,875 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||