Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$266,844
New position
Shares Held
3,229
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,290
of 2,858 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Johnson Financial Group, LLC holds $6,302,638 across 6 Banks - Diversified names. WFC ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,455 | $2,767,575 | |
| 2 | C |
Citigroup Inc
|
12,676 | $1,774,132 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,252 | $641,138 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,609 | $530,035 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,233 | $322,914 | |
| 6 | WFC |
Wells Fargo & Company/Mn
This page
|
3,229 | $266,844 |
All Filings in WFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,844 | 3,229 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||