Curated Wealth Partners LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1781284 EL SEGUNDO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$457,990

+$237,710 QoQ

Shares Held

5,542

+100.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,864

of 2,858 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Curated Wealth Partners LLC holds $3,879,343 across 5 Banks - Diversified names. WFC ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,369	$2,084,763
2	BAC	Bank Of America Corp /De/	12,051	$686,664
3	C	Citigroup Inc	3,368	$471,383
4	WFC	Wells Fargo & Company/Mn This page	5,542	$457,990
5	SAN	Banco Santander, S.A.	12,938	$178,543

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,990	5,542	+100.3%	Shares	Other	2026-08-14
2026-03-31	$220,280	2,767	-53.3%	Shares	Other	2026-04-09
2025-12-31	$552,488	5,928	+10.2%	Shares	Other	2026-01-12
2023-03-31	$201,029	5,378	+6.2%	Shares	Other	2023-04-27
2022-12-31	$209,174	5,066	-10.2%	Shares	Other	2023-01-30
2022-03-31	$273,314	5,640	0.0%	Shares	Other	2022-04-28
2021-12-31	$270,606	5,640	+3.7%	Shares	Other	2022-02-03
2021-09-30	$252,470	5,440	+0.6%	Shares	Other	2021-11-08
2021-06-30	$244,883	5,407	—	Shares	Other	2021-08-11
No filing history on record for this holder in this stock.