FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in WFC — Wells Fargo & Company/Mn

CIK 1342396 TOWSON, MD

Position in WFC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,050,767

-$722,784 QoQ

Shares Held

12,715

-42.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,327

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Financial Services · as of Jun 30, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $8,915,546 across 5 Banks - Diversified names. WFC ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,751	$5,155,774
2	HSBC	Hsbc Holdings PLC	14,959	$1,422,451
3	WFC	Wells Fargo & Company/Mn This page	12,715	$1,050,767
4	BNY	Bank of New York Mellon Corp	5,594	$808,948
5	BAC	Bank Of America Corp /De/	8,382	$477,606

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,050,767	12,715	-42.9%	Shares	Defined	2026-07-31
2026-03-31	$1,773,551	22,278	+0.8%	Shares	Defined	2026-04-17
2025-12-31	$2,060,558	22,109	+4.1%	Shares	Sole	2026-02-10
2025-09-30	$1,780,336	21,240	+2.9%	Shares	Sole	2025-10-15
2025-06-30	$1,653,035	20,632	-28.8%	Shares	Sole	2025-08-06
2025-03-31	$2,080,258	28,977	-2.8%	Shares	Sole	2025-05-12
2024-12-31	$2,094,486	29,819	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$1,683,514	29,802	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$1,780,868	29,986	-1.0%	Shares	Sole	2024-08-02
2024-03-31	$1,755,898	30,295	-1.4%	Shares	Sole	2024-04-17
2023-12-31	$1,512,186	30,723	-0.7%	Shares	Sole	2024-02-06
2023-09-30	$1,264,126	30,938	-2.0%	Shares	Sole	2023-10-17
2023-06-30	$1,347,450	31,571	+0.8%	Shares	Sole	2023-08-11
2023-03-31	$1,171,152	31,331	+1.0%	Shares	Sole	2023-05-04
2022-12-31	$1,280,568	31,014	-7.4%	Shares	Sole	2023-02-08
2022-09-30	$1,347,410	33,501	+0.3%	Shares	Sole	2022-10-27
2022-06-30	$1,308,434	33,404	+0.7%	Shares	Sole	2022-07-27
2022-03-31	$1,607,612	33,174	-1.7%	Shares	Sole	2022-05-13
2021-12-31	$1,618,941	33,742	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$1,575,897	33,956	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$1,546,064	34,137	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$1,291,536	33,057	+39.5%	Shares	Sole	2021-05-14
2020-12-31	$715,115	23,695	-10.9%	Shares	Sole	2021-02-09
2020-09-30	$625,013	26,585	+78.0%	Shares	Sole	2020-11-16
2020-06-30	$382,438	14,939	-0.7%	Shares	Sole	2020-08-12
2020-03-31	$431,619	15,039	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.