Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,114
+$958 QoQ
Shares Held
316
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,756
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026Access Investment Management LLC holds $40,367,975 across 5 Banks - Diversified names. WFC ranks #4 (0.1% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,114 | 316 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $25,156 | 316 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $29,451 | 316 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $26,487 | 316 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $25,317 | 316 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||