Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,080
+$1,102 QoQ
Shares Held
364
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,746
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, 2026Boreal Capital Management LLC holds $1,746,576 across 6 Banks - Diversified names. WFC ranks #4 (1.7% of the industry book) .
All Filings in WFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,080 | 364 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $28,978 | 364 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,924 | 364 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,510 | 364 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $15,222 | 190 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||