Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$196,683
+$106,485 QoQ
Shares Held
2,380
+110.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,509
of 2,853 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $2,366,768 across 19 Banks - Diversified names. WFC ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,004 | $655,969 | |
| 2 | C |
Citigroup Inc
|
3,046 | $426,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
2,380 | $196,683 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,421 | $194,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
920 | $133,041 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,885 | $97,162 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
900 | $85,581 | |
| 8 | SAN |
Banco Santander, S.A.
|
6,115 | $84,387 |
All Filings in WFC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,683 | 2,380 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $90,198 | 1,133 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $47,811 | 513 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $46,017 | 549 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $41,582 | 519 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $41,351 | 576 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,219 | 416 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,466 | 380 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $8,223 | 220 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||