Position in WFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,183,818
+$84,802 QoQ
Shares Held
14,325
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,255
of 2,853 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $10,913,523 across 7 Banks - Diversified names. WFC ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,775 | $5,163,630 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,786 | $2,323,986 | |
| 3 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
14,325 | $1,183,818 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,213 | $609,241 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,790 | $265,301 | |
| 7 | SAN |
Banco Santander, S.A.
|
10,862 | $149,895 |
All Filings in WFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,818 | 14,325 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,099,016 | 13,805 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,385,697 | 14,868 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,254,701 | 14,969 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,168,550 | 14,585 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $917,260 | 12,777 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $847,656 | 12,068 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $669,632 | 11,854 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $777,949 | 13,099 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $721,544 | 12,449 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $727,865 | 14,788 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||