Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$346,013
+$17,781 QoQ
Shares Held
4,187
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,079
of 2,858 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Michels Family Financial, LLC holds $2,394,237 across 3 Banks - Diversified names. WFC ranks #2 (14.5% of the industry book) .
All Filings in WFC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,013 | 4,187 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $328,232 | 4,123 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $373,918 | 4,012 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $239,222 | 2,854 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $227,941 | 2,845 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $203,668 | 2,837 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||