Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$232,548
-$14,879 QoQ
Shares Held
2,814
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,395
of 2,853 holders
Holding Since
Dec 2025
3 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, 2026August Group Capital Ltd holds $3,347,893 across 7 Banks - Diversified names. WFC ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,715 | $1,543,360 | |
| 2 | RY |
Royal Bank Of Canada
|
2,667 | $551,988 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,304 | $314,177 | |
| 4 | C |
Citigroup Inc
|
2,140 | $299,514 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
2,814 | $232,548 | |
| 6 | BAC |
Bank Of America Corp /De/
|
3,811 | $217,150 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,707 | $189,156 |
All Filings in WFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,548 | 2,814 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $247,427 | 3,108 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $295,071 | 3,166 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||