Portfolio Design Labs, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 2010278 ENCINO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,386,395

+$200,544 QoQ

Shares Held

28,877

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#945

of 2,859 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $13,486,366 across 5 Banks - Diversified names. WFC ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,613	$6,092,593
2	BAC	Bank Of America Corp /De/	49,622	$2,827,461
3	WFC	Wells Fargo & Company/Mn This page	28,877	$2,386,395
4	C	Citigroup Inc	11,088	$1,551,876
5	BNY	Bank of New York Mellon Corp	4,343	$628,041

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,386,395	28,877	+5.2%	Shares	Sole	2026-08-11
2026-03-31	$2,185,851	27,457	-11.1%	Shares	Sole	2026-05-11
2025-12-31	$2,878,575	30,886	+0.9%	Shares	Sole	2026-02-11
2025-09-30	$2,564,724	30,598	+120.1%	Shares	Sole	2025-11-12
2025-06-30	$1,113,748	13,901	-52.5%	Shares	Sole	2025-08-13
2025-03-31	$2,100,718	29,262	-57.1%	Shares	Sole	2025-05-14
2024-12-31	$4,787,417	68,158	+21.0%	Shares	Sole	2025-01-29
2024-09-30	$3,181,177	56,314	+41.2%	Shares	Sole	2024-11-08
2024-06-30	$2,368,829	39,886	+11.5%	Shares	Sole	2024-08-13
2024-03-31	$2,073,576	35,776	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.