Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$934,245
+$277,065 QoQ
Shares Held
11,305
+36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,389
of 2,859 holders
Holding Since
Dec 2024
7 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, 2026RD Lewis Holdings, Inc. holds $1,896,770 across 3 Banks - Diversified names. WFC ranks #1 (49.3% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,245 | 11,305 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $657,180 | 8,255 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $769,366 | 8,255 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $535,861 | 6,393 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $550,264 | 6,868 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $453,569 | 6,318 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $419,192 | 5,968 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||