HUB Investment Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1841815 AUSTIN, TX

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$10,822,534

-$6,735,371 QoQ

Shares Held

130,960

-40.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#487

of 2,853 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HUB Investment Partners, LLC holds $92,115,576 across 15 Banks - Diversified names. WFC ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	166,772	$54,589,478
2	BAC	Bank Of America Corp /De/	298,652	$17,017,190
3	WFC	Wells Fargo & Company/Mn This page	130,960	$10,822,534
4	C	Citigroup Inc	23,379	$3,272,124
5	BNY	Bank of New York Mellon Corp	8,704	$1,258,685
6	SAN	Banco Santander, S.A.	66,109	$912,304
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	28,730	$719,973
8	BCS	Barclays PLC	25,916	$696,103

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,822,534	130,960	-40.6%	Shares	Sole	2026-07-31
2026-03-31	$17,557,905	220,549	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$19,718,976	211,577	-0.1%	Shares	Sole	2026-02-17
2025-09-30	$17,754,249	211,814	+2.0%	Shares	Sole	2025-11-12
2025-06-30	$16,641,725	207,710	+4.4%	Shares	Sole	2025-08-14
2025-03-31	$14,277,523	198,879	-1.0%	Shares	Sole	2025-05-15
2024-12-31	$14,105,315	200,816	+0.1%	Shares	Sole	2025-02-11
2024-09-30	$11,328,109	200,533	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$11,547,375	194,433	-16.3%	Shares	Sole	2024-08-09
2024-03-31	$13,459,065	232,213	-12.9%	Shares	Sole	2024-05-10
2023-12-31	$13,123,873	266,637	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.