Intellectus Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1677253 SAN FRANCISCO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$491,294

+$18,013 QoQ

Shares Held

5,945

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,828

of 2,858 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $11,159,848 across 5 Banks - Diversified names. WFC ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,134	$6,590,462
2	BAC	Bank Of America Corp /De/	44,143	$2,515,268
3	C	Citigroup Inc	9,511	$1,331,159
4	WFC	Wells Fargo & Company/Mn This page	5,945	$491,294
5	BNY	Bank of New York Mellon Corp	1,602	$231,665

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,294	5,945	0.0%	Shares	Sole	2026-08-12
2026-03-31	$473,281	5,945	-27.2%	Shares	Sole	2026-04-10
2020-06-30	$209,024	8,165	+7.3%	Shares	Sole	2020-08-14
2020-03-31	$218,435	7,611	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.