Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$623,105
+$22,846 QoQ
Shares Held
7,540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,655
of 2,858 holders
Holding Since
Dec 2023
9 quarters on record
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Winthrop Capital Management, LLC holds $6,898,283 across 3 Banks - Diversified names. WFC ranks #3 (9.0% 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 | $623,105 | 7,540 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $600,259 | 7,540 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $704,592 | 7,560 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $635,690 | 7,584 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $707,860 | 8,835 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $625,937 | 8,719 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $802,070 | 11,419 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,039,087 | 17,496 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $1,020,921 | 20,742 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||