Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,195,883
-$145,067 QoQ
Shares Held
14,471
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,253
of 2,858 holders
Holding Since
Dec 2023
9 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, 2026Turtle Creek Wealth Advisors, LLC holds $34,611,135 across 5 Banks - Diversified names. WFC ranks #4 (3.5% of the industry book) .
All Filings in WFC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,883 | 14,471 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,340,950 | 16,844 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,737,154 | 18,639 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,171,216 | 13,973 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $660,349 | 8,242 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $345,888 | 6,123 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $308,115 | 5,188 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $246,967 | 4,261 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $239,602 | 4,868 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||