Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,713,449
+$605,846 QoQ
Shares Held
129,640
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#489
of 2,853 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $244,287,702 across 13 Banks - Diversified names. WFC ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,734 | $122,334,349 | |
| 2 | BCS |
Barclays PLC
|
2,283,137 | $61,325,059 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
986,652 | $19,624,507 | |
| 4 | ING |
Ing Groep NV
|
618,799 | $19,417,912 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
129,640 | $10,713,449 | |
| 6 | RY |
Royal Bank Of Canada
|
19,105 | $3,954,161 | |
| 7 | BAC |
Bank Of America Corp /De/
|
52,042 | $2,965,352 | |
| 8 | C |
Citigroup Inc
|
12,068 | $1,689,036 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,713,449 | 129,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,107,603 | 126,964 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,229,051 | 131,213 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $10,142,219 | 121,000 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $8,799,899 | 109,834 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $962,273 | 13,404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $890,572 | 12,679 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $721,546 | 12,773 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $870,419 | 14,656 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $951,819 | 16,422 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,725,368 | 116,322 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,714,288 | 66,429 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,830,580 | 66,321 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,477,172 | 66,270 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,736,329 | 66,271 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,665,379 | 66,270 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $637,295 | 16,270 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $822,656 | 16,976 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $843,296 | 17,576 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $722,882 | 15,576 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $660,147 | 14,576 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $569,484 | 14,576 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $436,885 | 14,476 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $481,108 | 20,464 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $663,065 | 25,901 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $788,101 | 27,460 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||