One Capital Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1606588 WESTLAKE VILLAGE, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,950,386

+$71,511 QoQ

Shares Held

23,601

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,025

of 2,859 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Capital Management, LLC holds $50,415,364 across 5 Banks - Diversified names. WFC ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	165,968	$23,228,881
2	JPM	Jpmorgan Chase & Co	70,363	$23,031,920
3	WFC	Wells Fargo & Company/Mn This page	23,601	$1,950,386
4	RY	Royal Bank Of Canada	6,385	$1,321,503
5	TD	Toronto Dominion Bank	7,269	$882,674

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,950,386	23,601	0.0%	Shares	Sole	2026-08-13
2026-03-31	$1,878,875	23,601	+3.6%	Shares	Sole	2026-05-13
2025-12-31	$2,123,748	22,787	-3.3%	Shares	Sole	2026-02-10
2025-09-30	$1,974,296	23,554	+3.6%	Shares	Sole	2025-11-14
2025-06-30	$1,820,807	22,726	-4.5%	Shares	Sole	2025-08-11
2025-03-31	$1,708,889	23,804	+5.9%	Shares	Sole	2025-05-14
2024-12-31	$1,578,714	22,476	0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,269,669	22,476	+13.2%	Shares	Sole	2024-11-12
2024-06-30	$1,179,544	19,861	-11.2%	Shares	Sole	2024-08-09
2024-03-31	$1,297,028	22,378	-38.3%	Shares	Sole	2024-05-08
2023-12-31	$1,785,110	36,268	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$1,472,594	36,040	-1.0%	Shares	Sole	2023-11-09
2023-06-30	$1,553,423	36,397	-3.4%	Shares	Sole	2023-08-14
2023-03-31	$1,408,291	37,675	+2.8%	Shares	Sole	2023-05-11
2022-12-31	$1,513,484	36,655	-4.8%	Shares	Sole	2023-02-16
2022-09-30	$1,548,067	38,490	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$1,550,231	39,577	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,917,901	39,577	-0.2%	Shares	Sole	2022-05-17
2021-12-31	$1,902,263	39,647	-1.9%	Shares	Sole	2022-01-31
2021-09-30	$1,876,356	40,430	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$1,837,822	40,579	+5.7%	Shares	Sole	2021-08-16
2021-03-31	$1,500,405	38,403	+0.6%	Shares	Sole	2021-05-14
2020-12-31	$1,151,608	38,158	+393.1%	Shares	Sole	2021-02-16
2020-03-31	$222,109	7,739	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.