Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$35,204
+$1,291 QoQ
Shares Held
426
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,731
of 2,858 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $7,141,079 across 5 Banks - Diversified names. WFC ranks #5 (0.5% of the industry book) .
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,204 | 426 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $33,913 | 426 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $49,489 | 531 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $44,508 | 531 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,083 | 26 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $27,710 | 386 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $27,112 | 386 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $21,805 | 386 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $22,924 | 386 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,506 | 26 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,279 | 26 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,062 | 26 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,109 | 26 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $971 | 26 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,073 | 26 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $17,133 | 426 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,686 | 426 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||