Position in WFC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,886,175
+$370,162 QoQ
Shares Held
22,824
+19.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,038
of 2,858 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, 2026VCI Wealth Management LLC holds $11,337,354 across 4 Banks - Diversified names. WFC ranks #4 (16.6% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,886,175 | 22,824 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,516,013 | 19,043 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,026,540 | 21,744 | Shares | Sole | 2026-01-27 | |
| 2024-06-30 | $1,121,817 | 18,889 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $860,763 | 14,851 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $773,393 | 15,713 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||