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Disclosery

Phoenix Financial Ltd.: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Financial Ltd. on WFC, newest first. How the timeline and the estimate are built.

Phoenix Financial Ltd. held 1,311,131 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,311,131 shares
    Change vs previous 13F +324,541 shares

    0.74% of the 13F portfolio, value $108,347,378.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 986,590 shares
    Change vs previous 13F -48,822 shares

    0.74% of the 13F portfolio, value $78,540,419.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,035,412 shares
    Change vs previous 13F -8,660 shares

    1.05% of the 13F portfolio, value $96,497,020.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,044,072 shares
    Change vs previous 13F -268,031 shares

    1.07% of the 13F portfolio, value $87,516,169.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,312,103 shares
    Change vs previous 13F +1,068,040 shares

    1.39% of the 13F portfolio, value $105,119,838.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 244,063 shares
    Change vs previous 13F -53,150 shares

    0.27% of the 13F portfolio, value $17,537,137.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 297,213 shares
    Change vs previous 13F -28,437 shares

    0.28% of the 13F portfolio, value $20,876,722.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 325,650 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $18,402,236.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).