Proficio Capital Partners LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1654175 NEWTON, MA

Position in WFC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,179,768

+$313,110 QoQ

Shares Held

14,276

+32.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,263

of 2,858 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $13,430,590 across 5 Banks - Diversified names. WFC ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,707	$9,396,662
2	BAC	Bank Of America Corp /De/	27,157	$1,547,405
3	WFC	Wells Fargo & Company/Mn This page	14,276	$1,179,768
4	C	Citigroup Inc	6,860	$960,125
5	BNY	Bank of New York Mellon Corp	2,397	$346,630

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,179,768	14,276	+32.0%	Shares	Sole	2026-08-17
2025-06-30	$866,658	10,817	+6.9%	Shares	Sole	2025-08-07
2025-03-31	$726,514	10,120	+2.7%	Shares	Sole	2025-05-06
2024-12-31	$692,215	9,855	+53.5%	Shares	Sole	2025-02-06
2024-09-30	$362,609	6,419	-17.3%	Shares	Sole	2024-11-01
2024-06-30	$460,866	7,760	+6.9%	Shares	Sole	2024-07-25
2024-03-31	$420,731	7,259	+4.6%	Shares	Sole	2024-05-02
2023-12-31	$341,537	6,939	+1.8%	Shares	Sole	2024-02-13
2023-09-30	$278,379	6,813	-58.3%	Shares	Sole	2023-10-18
2023-06-30	$697,860	16,351	-2.2%	Shares	Sole	2023-08-14
2023-03-31	$625,105	16,723	-3.5%	Shares	Sole	2023-04-21
2022-12-31	$715,184	17,321	-9.8%	Shares	Sole	2023-01-30
2022-09-30	$772,384	19,204	+7.7%	Shares	Sole	2022-10-11
2022-06-30	$698,401	17,830	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$878,919	18,137	+81.4%	Shares	Sole	2022-05-13
2021-12-31	$479,656	9,997	-4.6%	Shares	Sole	2022-02-11
2021-09-30	$486,144	10,475	+15.4%	Shares	Sole	2021-11-15
2021-06-30	$411,006	9,075	+73.1%	Shares	Sole	2021-08-16
2021-03-31	$204,804	5,242	-88.3%	Shares	Sole	2021-05-14
2020-06-30	$1,145,907	44,762	-5.8%	Shares	Sole	2020-08-14
2020-03-31	$1,364,082	47,529	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.