WRAPMANAGER INC

Position in WFC — Wells Fargo & Company/Mn

CIK 1266014 MILL VALLEY, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$809,376

+$10,172 QoQ

Shares Held

9,794

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,488

of 2,853 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WRAPMANAGER INC holds $6,443,094 across 8 Banks - Diversified names. WFC ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,244	$2,698,508
2	BAC	Bank Of America Corp /De/	20,745	$1,182,050
3	WFC	Wells Fargo & Company/Mn This page	9,794	$809,376
4	C	Citigroup Inc	5,201	$727,931
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	12,682	$317,810
6	MUFG	Mitsubishi Ufj Financial Group Inc	13,364	$265,809
7	BCS	Barclays PLC	8,880	$238,516
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,613	$203,094

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,376	9,794	-2.4%	Shares	Sole	2026-08-05
2026-03-31	$799,204	10,039	-3.1%	Shares	Sole	2026-05-11
2025-12-31	$965,645	10,361	-15.8%	Shares	Sole	2026-02-06
2025-09-30	$1,031,908	12,311	-35.1%	Shares	Sole	2025-11-10
2025-06-30	$1,519,876	18,970	-33.6%	Shares	Sole	2025-08-08
2025-03-31	$2,051,829	28,581	-11.8%	Shares	Sole	2025-05-08
2024-12-31	$2,275,143	32,391	-4.3%	Shares	Sole	2025-02-04
2024-09-30	$1,911,847	33,844	+2.3%	Shares	Sole	2024-11-07
2024-06-30	$1,964,383	33,076	+4.7%	Shares	Sole	2024-08-08
2024-03-31	$1,830,318	31,579	+22.6%	Shares	Sole	2024-05-09
2023-12-31	$1,267,316	25,748	-0.6%	Shares	Sole	2024-02-07
2023-09-30	$1,058,110	25,896	+3.2%	Shares	Sole	2023-11-06
2023-06-30	$1,071,353	25,102	-6.7%	Shares	Sole	2023-08-08
2023-03-31	$1,005,447	26,898	+6.7%	Shares	Sole	2023-05-08
2022-12-31	$1,040,838	25,208	-4.0%	Shares	Sole	2023-02-06
2022-09-30	$1,056,297	26,263	+4.4%	Shares	Sole	2022-11-14
2022-06-30	$985,752	25,166	-3.1%	Shares	Sole	2022-08-05
2022-03-31	$1,259,087	25,982	+5.4%	Shares	Sole	2022-05-10
2021-12-31	$1,182,659	24,649	+2.6%	Shares	Sole	2022-02-07
2021-09-30	$1,114,628	24,017	+1.1%	Shares	Sole	2021-11-10
2021-06-30	$1,076,226	23,763	+79.0%	Shares	Sole	2021-08-04
2021-03-31	$518,576	13,273	+81.6%	Shares	Sole	2021-05-10
2020-12-31	$220,525	7,307	-41.8%	Shares	Sole	2021-02-08
2020-06-30	$321,152	12,545	+32.8%	Shares	Sole	2020-08-11
2020-03-31	$271,157	9,448	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.