GDS Wealth Management

Position in WFC — Wells Fargo & Company/Mn

CIK 1940869 FLOWER MOUND, TX

Position in WFC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$310,478

+$58,433 QoQ

Shares Held

3,757

+18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,172

of 2,858 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GDS Wealth Management holds $32,266,593 across 4 Banks - Diversified names. WFC ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	95,954	$31,408,622
2	C	Citigroup Inc	2,233	$312,530
3	WFC	Wells Fargo & Company/Mn This page	3,757	$310,478
4	UBS	UBS Group AG	4,741	$234,963

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,478	3,757	+18.7%	Shares	Sole	2026-08-13
2026-03-31	$252,045	3,166	-2.3%	Shares	Sole	2026-04-27
2025-12-31	$301,968	3,240	0.0%	Shares	Sole	2026-02-02
2025-09-30	$271,576	3,240	+11.2%	Shares	Sole	2025-10-31
2025-06-30	$233,469	2,914	+4.4%	Shares	Sole	2025-08-12
2025-03-31	$200,294	2,790	-6.4%	Shares	Sole	2025-05-14
2024-12-31	$209,455	2,982	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.