Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$255,853
+$62,379 QoQ
Shares Held
3,096
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,329
of 2,858 holders
Holding Since
Dec 2021
3 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, 2026Mission Financial Group, LLC holds $1,776,905 across 4 Banks - Diversified names. WFC ranks #3 (14.4% of the industry book) .
All Filings in WFC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,853 | 3,096 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $193,474 | 2,695 | Shares | Sole | 2026-05-12 | |
| 2021-12-31 | $118,606 | 2,472 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||