Applied Capital LLC/FL

Position in WFC — Wells Fargo & Company/Mn

CIK 1965393 Hollywood, FL

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,445,648

+$47,477 QoQ

Shares Held

29,594

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#933

of 2,858 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Applied Capital LLC/FL holds $13,309,184 across 8 Banks - Diversified names. WFC ranks #4 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	16,214	$3,355,811
2	JPM	Jpmorgan Chase & Co	9,771	$3,198,341
3	TD	Toronto Dominion Bank	23,051	$2,799,082
4	WFC	Wells Fargo & Company/Mn This page	29,594	$2,445,648
5	C	Citigroup Inc	3,849	$538,706
6	BNS	Bank Of Nova Scotia	5,396	$468,588
7	BAC	Bank Of America Corp /De/	5,060	$288,318
8	BMO	Bank Of Montreal /Can/	1,215	$214,690

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,445,648	29,594	-1.8%	Shares	Sole	2026-07-15
2026-03-31	$2,398,171	30,124	-3.4%	Shares	Sole	2026-05-07
2025-12-31	$2,906,348	31,184	0.0%	Shares	Sole	2026-01-16
2025-09-30	$2,613,842	31,184	-0.9%	Shares	Sole	2025-10-28
2025-06-30	$2,520,174	31,455	+0.0%	Shares	Sole	2025-07-24
2025-03-31	$2,257,077	31,440	-0.5%	Shares	Sole	2025-05-01
2024-12-31	$2,219,584	31,600	-0.6%	Shares	Sole	2025-01-21
2024-09-30	$1,796,494	31,802	-1.2%	Shares	Sole	2024-10-15
2024-06-30	$1,911,288	32,182	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$1,862,486	32,134	+0.1%	Shares	Sole	2024-04-18
2023-12-31	$1,580,060	32,102	-0.9%	Shares	Sole	2024-01-26
2023-09-30	$1,323,700	32,396	-1.1%	Shares	Sole	2023-10-27
2023-06-30	$1,398,538	32,768	-0.1%	Shares	Sole	2023-08-10
2023-03-31	$1,226,213	32,804	-2.8%	Shares	Sole	2023-05-12
2022-12-31	$1,393,454	33,748	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.