Jacobsen Capital Management
Position in WFC — Wells Fargo & Company/Mn
CIK 1782491
SALT LAKE CITY, UT
Position in WFC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$508,483
+$15,061 QoQ
Shares Held
6,153
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,801
of 2,858 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jacobsen Capital Management holds $3,213,788 across 4 Banks - Diversified names. WFC ranks #3 (15.8% of the industry book) .
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,483 | 6,153 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $493,422 | 6,198 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $581,195 | 6,236 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $527,898 | 6,298 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $496,103 | 6,192 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $395,132 | 5,504 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $380,700 | 5,420 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $297,815 | 5,272 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $315,360 | 5,310 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $285,221 | 4,921 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $240,390 | 4,884 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||