Wealth Architects, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1611518 MOUNTAIN VIEW, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$655,169

+$5,313 QoQ

Shares Held

7,928

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,626

of 2,853 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $7,375,350 across 5 Banks - Diversified names. WFC ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,817	$4,195,388
2	BAC	Bank Of America Corp /De/	29,454	$1,678,288
3	WFC	Wells Fargo & Company/Mn This page	7,928	$655,169
4	BCS	Barclays PLC	19,906	$534,675
5	C	Citigroup Inc	2,228	$311,830

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$655,169	7,928	-2.9%	Shares	Sole	2026-07-23
2026-03-31	$649,856	8,163	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$769,366	8,255	+3.1%	Shares	Sole	2026-02-17
2025-09-30	$671,062	8,006	+2.3%	Shares	Sole	2025-11-13
2025-06-30	$626,939	7,825	-4.4%	Shares	Sole	2025-07-25
2025-03-31	$587,672	8,186	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$570,840	8,127	-2.6%	Shares	Sole	2025-02-10
2024-09-30	$471,183	8,341	+1.1%	Shares	Sole	2024-10-31
2024-06-30	$490,145	8,253	-0.4%	Shares	Sole	2024-08-08
2024-03-31	$480,140	8,284	+0.9%	Shares	Sole	2024-05-13
2023-12-31	$404,194	8,212	+24.8%	Shares	Sole	2024-02-14
2023-09-30	$268,817	6,579	+0.9%	Shares	Sole	2023-11-09
2023-06-30	$278,273	6,520	-7.7%	Shares	Sole	2023-08-02
2023-03-31	$264,089	7,065	-2.8%	Shares	Sole	2023-04-21
2022-12-31	$299,971	7,265	+1.8%	Shares	Sole	2023-02-10
2022-09-30	$287,050	7,137	+0.7%	Shares	Sole	2022-10-24
2022-06-30	$277,558	7,086	-6.4%	Shares	Sole	2022-07-29
2022-03-31	$366,793	7,569	+4.1%	Shares	Sole	2022-05-17
2021-12-31	$348,814	7,270	-7.5%	Shares	Sole	2022-01-19
2021-09-30	$364,689	7,858	-8.8%	Shares	Sole	2021-11-09
2021-06-30	$390,399	8,620	+55.3%	Shares	Sole	2021-08-09
2021-03-31	$216,838	5,550	-36.8%	Shares	Sole	2021-04-29
2020-03-31	$252,043	8,782	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.