RB Capital Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1695582 RENO, NV

Position in WFC

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$984,820

+$37,541 QoQ

Shares Held

11,917

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,355

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

RB Capital Management, LLC holds $15,533,485 across 5 Banks - Diversified names. WFC ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,173	$9,549,198
2	BAC	Bank Of America Corp /De/	45,119	$2,570,880
3	BNY	Bank of New York Mellon Corp	15,080	$2,180,718
4	WFC	Wells Fargo & Company/Mn This page	11,917	$984,820
5	C	Citigroup Inc	1,771	$247,869

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$984,820	11,917	+0.2%	Shares	Sole	2026-08-18
2026-03-31	$947,279	11,899	-8.0%	Shares	Sole	2026-05-15
2025-12-31	$1,204,796	12,927	+12.0%	Shares	Sole	2026-02-03
2025-09-30	$967,534	11,543	-1.3%	Shares	Sole	2025-10-21
2025-06-30	$936,923	11,694	+0.3%	Shares	Sole	2025-07-07
2025-03-31	$836,856	11,657	+0.0%	Shares	Sole	2025-05-14
2024-12-31	$818,506	11,653	+3.7%	Shares	Sole	2025-02-18
2024-09-30	$634,891	11,239	+15.6%	Shares	Sole	2024-11-18
2024-06-30	$577,448	9,723	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$568,529	9,809	+17.3%	Shares	Sole	2024-05-13
2023-12-31	$411,725	8,365	-0.9%	Shares	Sole	2024-02-06
2023-09-30	$344,940	8,442	-3.1%	Shares	Sole	2023-11-16
2023-06-30	$371,870	8,713	-12.8%	Shares	Sole	2023-12-11
2023-03-31	$373,426	9,990	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$410,505	9,942	-1.8%	Shares	Sole	2023-01-19
2022-09-30	$407,348	10,128	-32.7%	Shares	Sole	2022-10-24
2022-06-30	$589,861	15,059	+0.3%	Shares	Sole	2022-07-14
2022-03-31	$727,481	15,012	+0.9%	Shares	Sole	2022-05-10
2021-12-31	$713,606	14,873	+2.6%	Shares	Sole	2022-02-14
2021-09-30	$672,945	14,500	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$656,795	14,502	+3.4%	Shares	Sole	2021-08-06
2021-03-31	$547,761	14,020	-1.3%	Shares	Sole	2021-05-11
2020-12-31	$428,646	14,203	+10.9%	Shares	Sole	2021-02-04
2020-09-30	$301,163	12,810	-1.4%	Shares	Sole	2020-11-12
2020-06-30	$332,620	12,993	+7.1%	Shares	Sole	2020-07-31
2020-03-31	$348,274	12,135	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.