Patriot Financial Group Insurance Agency, LLC

Insurance

Position in WFC — Wells Fargo & Company/Mn

CIK 1694883 Westborough, MA

Position in WFC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,189,322

-$6,687,277 QoQ

Shares Held

74,895

-53.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#624

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $21,896,529 across 5 Banks - Diversified names. WFC ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,761	$10,396,328
2	WFC	Wells Fargo & Company/Mn This page	74,895	$6,189,322
3	BNY	Bank of New York Mellon Corp	20,136	$2,911,866
4	BAC	Bank Of America Corp /De/	31,774	$1,810,482
5	C	Citigroup Inc	4,205	$588,531

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,189,322	74,895	-53.7%	Shares	Sole	2026-07-16
2026-03-31	$12,876,599	161,746	+121.1%	Shares	Sole	2026-04-22
2025-12-31	$6,817,766	73,152	+6.7%	Shares	Sole	2026-01-26
2025-09-30	$5,744,855	68,538	+2.4%	Shares	Sole	2025-10-08
2025-06-30	$5,364,034	66,950	+14.1%	Shares	Sole	2025-07-21
2025-03-31	$4,213,283	58,689	+5.0%	Shares	Sole	2025-04-14
2024-12-31	$3,924,449	55,872	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$3,169,427	56,106	+8.3%	Shares	Sole	2024-10-24
2024-06-30	$3,076,461	51,801	+11.9%	Shares	Sole	2024-07-26
2024-03-31	$2,682,330	46,279	+12.2%	Shares	Sole	2024-04-30
2023-12-31	$2,030,325	41,250	+10.9%	Shares	Sole	2024-01-19
2023-09-30	$1,520,482	37,212	+13.7%	Shares	Sole	2023-10-19
2023-06-30	$1,396,617	32,723	+3.2%	Shares	Sole	2023-07-17
2023-03-31	$1,185,506	31,715	+16.2%	Shares	Sole	2023-04-20
2022-12-31	$1,126,845	27,291	+9.1%	Shares	Sole	2023-01-17
2022-09-30	$1,006,304	25,020	+3.9%	Shares	Sole	2022-11-01
2022-06-30	$943,174	24,079	+12.5%	Shares	Sole	2022-07-29
2022-03-31	$1,037,286	21,405	+13.6%	Shares	Sole	2022-05-11
2021-12-31	$904,375	18,849	+3.0%	Shares	Sole	2022-01-10
2021-09-30	$848,931	18,292	+14.1%	Shares	Sole	2021-11-24
2021-06-30	$726,315	16,037	+181.3%	Shares	Sole	2021-07-30
2021-03-31	$222,738	5,701	+35.5%	Shares	Sole	2021-04-29
2020-12-31	$126,967	4,207	-31.5%	Shares	Sole	2021-01-15
2020-09-30	$144,374	6,141	+82.4%	Shares	Sole	2020-10-21
2020-06-30	$86,169	3,366	-16.8%	Shares	Sole	2020-07-10
2020-03-31	$116,120	4,046	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.