Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$223,954
-$119,244 QoQ
Shares Held
2,710
-37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,429
of 2,858 holders
Holding Since
Sep 2025
4 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, 2026Copley Financial Group, Inc. holds $1,854,359 across 4 Banks - Diversified names. WFC ranks #4 (12.1% of the industry book) .
All Filings in WFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,954 | 2,710 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $343,198 | 4,311 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $426,576 | 4,577 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $388,757 | 4,638 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||