Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,591,065
+$170,243 QoQ
Shares Held
55,555
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#699
of 2,858 holders
Holding Since
Mar 2020
25 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, 2026LEE DANNER & BASS INC holds $23,679,060 across 4 Banks - Diversified names. WFC ranks #3 (19.4% of the industry book) .
All Filings in WFC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,591,065 | 55,555 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,420,822 | 55,531 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,230,477 | 56,121 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,704,900 | 56,131 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,599,368 | 57,406 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,156,353 | 57,896 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,101,735 | 58,396 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,327,035 | 58,896 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,515,650 | 59,196 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,107,209 | 63,129 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,795,191 | 68,409 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,923,964 | 68,509 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,580,117 | 69,024 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,880,968 | 69,774 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,583,089 | 64,224 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,511,149 | 64,109 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,727,086 | 56,275 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,639,859 | 55,020 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,449,055 | 52,770 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,454,491 | 54,195 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,183,036 | 55,875 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,680,271 | 55,675 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,332,006 | 56,657 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,014,771 | 78,702 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,420,156 | 84,326 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||