Concentric Capital Strategies, LP
Position in WFC — Wells Fargo & Company/Mn
CIK 1851869
Stamford, CT
Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,269,763
+$523,499 QoQ
Shares Held
15,365
+63.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,209
of 2,858 holders
Holding Since
Jun 2024
7 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, 2026Concentric Capital Strategies, LP holds $12,520,566 across 4 Banks - Diversified names. WFC ranks #4 (10.1% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,763 | 15,365 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $746,264 | 9,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $343,442 | 3,685 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $632,146 | 7,890 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $220,202 | 3,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $877,233 | 15,529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $528,986 | 8,907 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||