ONE WEALTH CAPITAL MANAGEMENT, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 2050308
SCOTTSDALE, AZ
Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$732,190
+$398,545 QoQ
Shares Held
8,860
+111.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,555
of 2,858 holders
Holding Since
Sep 2025
4 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $2,563,405 across 5 Banks - Diversified names. WFC ranks #1 (28.6% of the industry book) .
All Filings in WFC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,190 | 8,860 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $333,645 | 4,191 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $433,007 | 4,646 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $353,720 | 4,220 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||