Position in WFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$466,916
+$25,240 QoQ
Shares Held
5,650
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,852
of 2,853 holders
Holding Since
Mar 2024
10 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, 2026Traveka Wealth, LLC holds $7,817,034 across 13 Banks - Diversified names. WFC ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,662 | $2,180,672 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
10,132 | $963,451 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,939 | $754,606 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
26,630 | $627,935 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,652 | $492,990 | |
| 6 | SAN |
Banco Santander, S.A.
|
35,204 | $485,815 | |
| 7 | WFC |
Wells Fargo & Company/Mn
This page
|
5,650 | $466,916 | |
| 8 | UBS |
UBS Group AG
|
7,500 | $371,700 |
All Filings in WFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,916 | 5,650 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $441,676 | 5,548 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $533,290 | 5,722 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $477,941 | 5,702 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $454,200 | 5,669 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $343,227 | 4,781 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $343,824 | 4,895 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $224,547 | 3,975 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $218,555 | 3,680 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $213,234 | 3,679 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||