Position in WFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$256,761
+$100 QoQ
Shares Held
3,107
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,324
of 2,858 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CENTRAL VALLEY ADVISORS, LLC holds $7,145,189 across 4 Banks - Diversified names. WFC ranks #4 (3.6% of the industry book) .
All Filings in WFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,761 | 3,107 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $256,661 | 3,224 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||