Intrinsic Value Partners, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1910364 PHOENIX, AZ

Position in WFC

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

Position Value

$1,119,524

+$17,165 QoQ

Shares Held

13,547

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,293

of 2,858 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $6,659,231 across 5 Banks - Diversified names. WFC ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	24,074	$3,481,341
2	WFC	Wells Fargo & Company/Mn This page	13,547	$1,119,524
3	C	Citigroup Inc	5,235	$732,690
4	BAC	Bank Of America Corp /De/	12,167	$693,275
5	JPM	Jpmorgan Chase & Co	1,932	$632,401

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,119,524	13,547	-2.2%	Shares	Sole	2026-07-14
2026-03-31	$1,102,359	13,847	-3.5%	Shares	Sole	2026-04-28
2025-12-31	$1,336,767	14,343	-4.5%	Shares	Sole	2026-01-21
2025-09-30	$1,258,305	15,012	-1.1%	Shares	Sole	2025-11-14
2025-06-30	$1,216,381	15,182	-0.6%	Shares	Sole	2025-07-21
2025-03-31	$1,096,592	15,275	-3.7%	Shares	Sole	2025-05-08
2024-12-31	$1,114,006	15,860	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$910,053	16,110	-4.0%	Shares	Sole	2024-11-04
2024-06-30	$996,148	16,773	-0.6%	Shares	Sole	2024-07-25
2024-03-31	$978,075	16,875	-2.5%	Shares	Sole	2024-04-22
2023-12-31	$852,244	17,315	-0.7%	Shares	Sole	2024-02-07
2023-09-30	$712,802	17,445	0.0%	Shares	Sole	2023-10-17
2023-06-30	$744,552	17,445	-0.3%	Shares	Sole	2023-08-02
2023-03-31	$654,336	17,505	-2.8%	Shares	Sole	2023-04-18
2022-12-31	$743,220	18,000	-38.6%	Shares	Sole	2023-01-12
2022-09-30	$1,178,888	29,311	-0.3%	Shares	Sole	2022-10-14
2022-06-30	$1,152,028	29,411	-9.9%	Shares	Sole	2022-07-18
2022-03-31	$1,582,170	32,649	-1.5%	Shares	Sole	2022-04-28
2021-12-31	$1,590,009	33,139	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.