Position in WFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$493,866
+$23,191 QoQ
Shares Held
7,296
+1.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 167 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $127,204,607 across 4 Lumber & Wood Production names. WFG ranks #4 (0.4% of the industry book) .
All Filings in WFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,866 | 7,296 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $470,675 | 7,209 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $478,613 | 7,832 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $519,367 | 7,640 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $566,022 | 7,722 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $574,126 | 7,462 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $691,707 | 7,992 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $797,086 | 8,187 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $748,713 | 9,740 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $922,726 | 10,676 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $925,632 | 10,816 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $687,171 | 9,473 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $762,986 | 8,874 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $601,763 | 8,447 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $464,390 | 6,424 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $610,365 | 8,420 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $340,373 | 4,436 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,681,033 | 81,051 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,219,774 | 44,251 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,349,315 | 182,231 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,284,386 | 324,838 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,419,326 | 102,989 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||