Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$783,261
+$29,196 QoQ
Shares Held
9,478
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,516
of 2,858 holders
Holding Since
Jun 2024
9 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, 2026Smith Thornton Advisors LLC holds $5,076,382 across 4 Banks - Diversified names. WFC ranks #3 (15.4% 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 | $783,261 | 9,478 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $754,065 | 9,472 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $868,717 | 9,321 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $803,917 | 9,591 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $768,430 | 9,591 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $688,537 | 9,591 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $673,671 | 9,591 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $541,795 | 9,591 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $569,609 | 9,591 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||