X-Square Capital, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1729300 GUAYNABO, PR

Position in WFC

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

Position Value

$309,486

+$11,825 QoQ

Shares Held

3,745

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,174

of 2,858 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

X-Square Capital, LLC holds $6,350,342 across 5 Banks - Diversified names. WFC ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,742	$4,170,838
2	BAC	Bank Of America Corp /De/	19,559	$1,114,471
3	C	Citigroup Inc	4,104	$574,395
4	WFC	Wells Fargo & Company/Mn This page	3,745	$309,486
5	SAN	Banco Santander, S.A.	13,127	$181,152

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,486	3,745	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$297,661	3,739	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$347,636	3,730	+0.1%	Shares	Sole	2026-02-11
2025-09-30	$312,313	3,726	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$297,806	3,717	-3.9%	Shares	Sole	2025-08-05
2025-03-31	$277,540	3,866	+0.2%	Shares	Sole	2025-05-09
2024-12-31	$270,915	3,857	-1.3%	Shares	Sole	2025-02-12
2024-09-30	$220,762	3,908	+0.3%	Shares	Sole	2024-10-22
2024-06-30	$231,383	3,896	-5.9%	Shares	Sole	2024-08-06
2024-03-31	$240,070	4,142	-10.7%	Shares	Sole	2024-05-14
2023-12-31	$228,331	4,639	-29.1%	Shares	Sole	2024-02-09
2023-09-30	$267,510	6,547	0.0%	Shares	Sole	2023-11-13
2023-06-30	$279,425	6,547	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$245,773	6,575	-26.6%	Shares	Sole	2023-05-11
2022-12-31	$369,793	8,956	-7.6%	Shares	Sole	2023-02-02
2022-09-30	$389,651	9,688	-4.4%	Shares	Sole	2022-11-04
2022-06-30	$396,948	10,134	-8.1%	Shares	Sole	2022-08-05
2022-03-31	$534,416	11,028	-22.0%	Shares	Sole	2022-05-12
2021-12-31	$678,149	14,134	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$648,904	13,982	+7.8%	Shares	Sole	2021-11-12
2021-06-30	$587,320	12,968	+100.2%	Shares	Sole	2021-08-16
2021-03-31	$253,017	6,476	-61.7%	Shares	Sole	2021-05-13
2020-06-30	$432,384	16,890	+8.7%	Shares	Sole	2020-08-13
2020-03-31	$445,969	15,539	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.