Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$338,162
+$30,788 QoQ
Shares Held
4,092
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,100
of 2,858 holders
Holding Since
Dec 2025
3 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, 2026WealthPoint Financial, LLC holds $1,957,796 across 5 Banks - Diversified names. WFC ranks #4 (17.3% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,162 | 4,092 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $307,374 | 3,861 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $359,845 | 3,861 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||