Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$418,984
+$15,362 QoQ
Shares Held
5,070
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,923
of 2,853 holders
Holding Since
Dec 2023
11 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, 2026RAELIPSKIE PARTNERSHIP holds $12,766,087 across 5 Banks - Diversified names. WFC ranks #5 (3.3% of the industry book) .
All Filings in WFC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,984 | 5,070 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $403,622 | 5,070 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $472,524 | 5,070 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $432,930 | 5,165 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $413,819 | 5,165 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $370,795 | 5,165 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $362,789 | 5,165 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $299,397 | 5,300 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $314,767 | 5,300 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $307,188 | 5,300 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $260,866 | 5,300 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||