Ariadne Wealth Management, LP
Position in WFC — Wells Fargo & Company/Mn
CIK 2034793
SANTA BARBARA, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$374,607
+$122,960 QoQ
Shares Held
4,533
+43.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,001
of 2,853 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ariadne Wealth Management, LP holds $3,919,958 across 8 Banks - Diversified names. WFC ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,927 | $1,285,424 | |
| 2 | C |
Citigroup Inc
|
4,415 | $617,923 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,355 | $476,067 | |
| 4 | BCS |
Barclays PLC
|
16,410 | $440,772 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
4,533 | $374,607 | |
| 6 | SAN |
Banco Santander, S.A.
|
18,210 | $251,298 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
2,612 | $248,375 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,337 | $225,492 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,607 | 4,533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $251,647 | 3,161 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $376,994 | 4,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $324,383 | 3,870 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $384,175 | 4,795 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $247,244 | 3,444 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $337,503 | 4,805 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $271,434 | 4,805 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||