Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$611,040
+$22,404 QoQ
Shares Held
7,394
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,668
of 2,858 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, 2026Atala Financial Inc holds $2,409,524 across 4 Banks - Diversified names. WFC ranks #2 (25.4% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,040 | 7,394 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $588,636 | 7,394 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $731,899 | 7,853 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $658,238 | 7,853 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $629,182 | 7,853 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $563,766 | 7,853 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $551,594 | 7,853 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||