Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$486,501
+$17,837 QoQ
Shares Held
5,887
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,834
of 2,858 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SEARLE & CO. holds $17,085,048 across 4 Banks - Diversified names. WFC ranks #3 (2.8% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,501 | 5,887 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $468,664 | 5,887 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $548,668 | 5,887 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $493,448 | 5,887 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $471,666 | 5,887 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $422,627 | 5,887 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $413,502 | 5,887 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||