Interchange Capital Partners, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1845998
PITTSBURGH, PA
Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$771,361
+$175,481 QoQ
Shares Held
9,334
+24.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,526
of 2,858 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Derivatives in WFC
reported options exposure · as of Mar 31, 2026CallValue
$579
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Interchange Capital Partners, LLC holds $9,656,387 across 8 Banks - Diversified names. WFC ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,438 | $5,707,980 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,552 | $1,285,012 | |
| 3 | WFC |
Wells Fargo & Company/Mn
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|
9,334 | $771,361 | |
| 4 | C |
Citigroup Inc
|
5,110 | $715,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,167 | $457,979 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,958 | $281,276 | |
| 7 | UBS |
UBS Group AG
|
5,258 | $260,586 | |
| 8 | SAN |
Banco Santander, S.A.
|
12,826 | $176,998 |
All Filings in WFC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,361 | 9,334 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $595,880 | 7,485 | Shares | Sole | 2026-04-24 | |
| 2026-03-31 | $579 | 300 | Call | Sole | 2026-04-24 | |
| 2025-12-31 | $978,134 | 10,495 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $854,880 | 10,199 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $678,376 | 8,467 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $578,053 | 8,052 | Shares | Sole | 2025-04-30 | |
| 2025-03-31 | $579 | 300 | Call | Sole | 2025-04-30 | |
| 2024-12-31 | $457,964 | 6,520 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $464,065 | 8,215 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $472,150 | 7,950 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $210,278 | 3,628 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $376,341 | 10,068 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $294,289 | 7,317 | Shares | Sole | 2022-11-07 | |
| 2021-03-31 | $236,178 | 6,045 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $172,599 | 5,719 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||