Sendero Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1639375
SAN ANTONIO, TX
Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$798,384
+$19,799 QoQ
Shares Held
9,661
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,500
of 2,858 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $3,674,537 across 4 Banks - Diversified names. WFC ranks #2 (21.7% of the industry book) .
All Filings in WFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,384 | 9,661 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $778,585 | 9,780 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $938,524 | 10,070 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $823,614 | 9,826 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $1,180,166 | 14,730 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,149,285 | 16,009 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $1,441,113 | 20,517 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,224,985 | 21,685 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $1,236,440 | 20,819 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,744,885 | 30,105 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $4,565,351 | 92,754 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,545,406 | 37,822 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $1,597,725 | 37,435 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $1,281,274 | 34,277 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,576,740 | 38,187 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $1,182,910 | 29,411 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $1,197,583 | 30,574 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,006,513 | 20,770 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $1,108,961 | 23,113 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||