Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,031
+$1,322 QoQ
Shares Held
436
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,729
of 2,858 holders
Holding Since
Mar 2025
6 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, 20261248 Management, LLC holds $11,761,585 across 4 Banks - Diversified names. WFC ranks #3 (0.3% 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 | $36,031 | 436 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,709 | 436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,635 | 436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,545 | 436 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,932 | 436 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $31,300 | 436 | Shares | Sole | 2025-06-09 | |
| No filing history on record for this holder in this stock. | ||||||