Sunbelt Securities, Inc.
Broker-DealerPosition in WFC — Wells Fargo & Company/Mn
CIK 1632932
HOUSTON, TX
Position in WFC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,107,913
-$501,314 QoQ
Shares Held
26,478
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. WFC ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
324 | $43,850 |
All Filings in WFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,107,913 | 26,478 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,609,227 | 27,996 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $2,260,541 | 26,969 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,876,009 | 23,415 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,478,730 | 20,598 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,644,669 | 23,415 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,346,156 | 23,830 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,354,270 | 22,803 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,315,402 | 22,695 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,154,602 | 23,458 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $934,876 | 22,880 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $974,853 | 22,841 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $849,049 | 22,714 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $972,957 | 23,564 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,013,021 | 25,187 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $961,623 | 24,550 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $1,193,666 | 24,632 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,437,720 | 29,965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,713,178 | 36,914 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,671,835 | 36,914 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,214,914 | 82,286 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $3,297,014 | 109,245 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,007,025 | 85,369 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,969,177 | 76,921 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,108,703 | 73,474 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||