Regatta Research & Money Management
Position in WFC — Wells Fargo & Company/Mn
CIK 2137529
METAIRIE, LA
Position in WFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$77,515
New position
Shares Held
938
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,633
of 2,853 holders
Holding Since
Jun 2026
1 quarter on record
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Regatta Research & Money Management holds $329,488 across 4 Banks - Diversified names. WFC ranks #2 (23.5% of the industry book) .
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,515 | 938 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||