William B. Walkup & Associates, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 2034054
COLUMBIA, SC
Position in WFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,557,102
+$71,023 QoQ
Shares Held
18,842
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,109
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, 2026William B. Walkup & Associates, Inc. holds $14,787,250 across 5 Banks - Diversified names. WFC ranks #3 (10.5% 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 | $1,557,102 | 18,842 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,486,079 | 18,667 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,748,525 | 18,761 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,561,734 | 18,632 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,493,196 | 18,637 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,340,103 | 18,667 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,252,870 | 17,837 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,013,600 | 17,943 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,069,554 | 18,009 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||