Position in WFC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,017,242
-$81,596 QoQ
Shares Held
24,410
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#1,010
of 2,858 holders
Holding Since
Sep 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, 2026Peoples Bank/KS holds $5,516,977 across 4 Banks - Diversified names. WFC ranks #1 (36.6% 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 | $2,017,242 | 24,410 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,098,838 | 26,364 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,563,838 | 27,509 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,402,616 | 28,664 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,376,096 | 42,138 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,033,414 | 42,254 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,005,499 | 42,789 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,480,419 | 43,909 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,636,262 | 44,389 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,645,816 | 45,649 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $2,367,678 | 48,104 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $2,030,292 | 49,689 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||