North Capital, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 2065938 SALT LAKE CITY, UT

Position in WFC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$256,514

-$140,341 QoQ

Shares Held

3,104

-37.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#2,325

of 2,859 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

North Capital, Inc. holds $2,806,353 across 5 Banks - Diversified names. WFC ranks #5 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,965	$1,297,863
2	BNY	Bank of New York Mellon Corp	4,204	$607,940
3	BAC	Bank Of America Corp /De/	5,759	$328,147
4	C	Citigroup Inc	2,257	$315,889
5	WFC	Wells Fargo & Company/Mn This page	3,104	$256,514

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,514	3,104	-37.7%	Shares	Sole	2026-07-14
2026-03-31	$396,855	4,985	0.0%	Shares	Sole	2026-04-30
2025-12-31	$464,602	4,985	+66.9%	Shares	Sole	2026-02-18
2025-09-30	$250,286	2,986	-0.1%	Shares	Sole	2025-10-09
2025-06-30	$239,558	2,990	-0.1%	Shares	Sole	2025-08-06
2025-03-31	$214,939	2,994	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.