Position in WFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,324,153
-$2,108,121 QoQ
Shares Held
137,030
-18.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#482
of 2,858 holders
Holding Since
Mar 2022
18 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, 2026Merit Financial Group, LLC holds $159,845,476 across 19 Banks - Diversified names. WFC ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
245,022 | $80,203,044 | |
| 2 | BAC |
Bank Of America Corp /De/
|
303,228 | $17,277,925 | |
| 3 | C |
Citigroup Inc
|
107,884 | $15,099,439 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
85,470 | $12,359,811 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
137,030 | $11,324,153 | |
| 6 | RY |
Royal Bank Of Canada
|
54,093 | $11,195,626 | |
| 7 | BCS |
Barclays PLC
|
66,685 | $1,791,157 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,681 | $1,681,284 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,324,153 | 137,030 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $13,432,274 | 168,726 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $15,701,681 | 168,473 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $13,189,660 | 157,357 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $12,094,754 | 150,958 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,572,050 | 105,475 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,737,631 | 95,923 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,949,201 | 87,612 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,956,154 | 83,451 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,669,257 | 80,560 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,207,221 | 44,844 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,992,627 | 73,241 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,934,847 | 68,764 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,453,398 | 65,634 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,981,963 | 72,220 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,647,330 | 40,958 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,670,336 | 68,173 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $248,405 | 5,126 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||