Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$372,458
+$24,006 QoQ
Shares Held
4,507
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,010
of 2,858 holders
Holding Since
Jun 2025
5 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, 2026LeConte Wealth Management, LLC holds $3,044,541 across 5 Banks - Diversified names. WFC ranks #4 (12.2% of the industry book) .
All Filings in WFC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,458 | 4,507 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $348,452 | 4,377 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $416,697 | 4,471 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $345,589 | 4,123 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $266,639 | 3,328 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||