Brio Consultants, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1747799 SAN FRANCISCO, CA

Position in WFC

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

Position Value

$576,331

-$113,330 QoQ

Shares Held

6,974

-19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,710

of 2,853 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brio Consultants, LLC holds $1,756,529 across 5 Banks - Diversified names. WFC ranks #1 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn This page	6,974	$576,331
2	BAC	Bank Of America Corp /De/	7,513	$428,090
3	JPM	Jpmorgan Chase & Co	849	$277,903
4	HSBC	Hsbc Holdings PLC	2,828	$268,914
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	8,192	$205,291

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,331	6,974	-19.5%	Shares	Sole	2026-08-12
2026-03-31	$689,661	8,663	+110.1%	Shares	Sole	2026-05-06
2025-12-31	$384,263	4,123	+8.6%	Shares	Sole	2026-02-04
2025-09-30	$318,180	3,796	0.0%	Shares	Sole	2025-11-10
2025-06-30	$304,135	3,796	0.0%	Shares	Sole	2025-08-07
2025-03-31	$272,514	3,796	+0.7%	Shares	Sole	2025-07-07
2024-12-31	$264,734	3,769	0.0%	Shares	Sole	2025-01-24
2024-09-30	$212,910	3,769	0.0%	Shares	Sole	2024-10-18
2024-06-30	$223,840	3,769	0.0%	Shares	Sole	2024-08-05
2024-03-31	$218,451	3,769	-92.0%	Shares	Sole	2024-04-29
2021-09-30	$2,184,936	47,079	-8.8%	Shares	Sole	2021-10-29
2021-06-30	$2,337,598	51,614	-2.8%	Shares	Sole	2021-07-22
2021-03-31	$2,075,632	53,126	0.0%	Shares	Sole	2021-04-26
2020-12-31	$1,603,342	53,126	-0.2%	Shares	Sole	2021-01-11
2020-09-30	$1,251,601	53,237	0.0%	Shares	Sole	2020-10-26
2020-06-30	$1,362,867	53,237	-1.2%	Shares	Sole	2020-07-14
2020-03-31	$1,546,499	53,885	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.