Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$490,137
+$17,971 QoQ
Shares Held
5,931
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,830
of 2,858 holders
Holding Since
Mar 2026
2 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, 2026CVFG LLC holds $13,205,497 across 3 Banks - Diversified names. WFC ranks #3 (3.7% of the industry book) .
All Filings in WFC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,137 | 5,931 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $472,166 | 5,931 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||