Position in WFC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,198,197
-$4,609,591 QoQ
Shares Held
14,499
-80.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,249
of 2,858 holders
Holding Since
Sep 2022
12 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, 2026CWA Asset Management Group, LLC holds $56,875,951 across 6 Banks - Diversified names. WFC ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,413 | $32,540,857 | |
| 2 | C |
Citigroup Inc
|
78,722 | $11,017,931 | |
| 3 | BAC |
Bank Of America Corp /De/
|
186,197 | $10,609,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,455 | $1,222,677 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
14,499 | $1,198,197 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,623 | $286,784 |
All Filings in WFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,197 | 14,499 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,807,788 | 72,953 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,712,916 | 72,027 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,625,579 | 67,115 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,088,189 | 13,582 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,167,194 | 58,047 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,407,342 | 48,510 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,300,216 | 40,719 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $1,706,226 | 29,438 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $285,328 | 5,797 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $238,738 | 5,782 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $201,100 | 5,000 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||