Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$865,984
+$448,828 QoQ
Shares Held
10,479
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,456
of 2,853 holders
Holding Since
Sep 2024
8 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, 2026Stonebrook Private Inc. holds $9,145,786 across 9 Banks - Diversified names. WFC ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,046 | $5,252,337 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,547 | $1,170,768 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
10,479 | $865,984 | |
| 4 | C |
Citigroup Inc
|
3,408 | $476,983 | |
| 5 | TD |
Toronto Dominion Bank
|
3,092 | $375,461 | |
| 6 | SAN |
Banco Santander, S.A.
|
20,625 | $284,625 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,006 | $258,689 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,599 | $247,138 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,984 | 10,479 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $417,156 | 5,240 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $444,284 | 4,767 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $378,112 | 4,511 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $351,967 | 4,393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $323,126 | 4,501 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $283,699 | 4,039 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $214,153 | 3,791 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||