CFO4Life Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1706351 COPPELL, TX

Position in WFC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$670,127

+$27,675 QoQ

Shares Held

8,109

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,611

of 2,858 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFO4Life Group, LLC holds $4,912,133 across 4 Banks - Diversified names. WFC ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,557	$2,473,632
2	C	Citigroup Inc	7,048	$986,438
3	BAC	Bank Of America Corp /De/	13,723	$781,936
4	WFC	Wells Fargo & Company/Mn This page	8,109	$670,127

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,127	8,109	+0.5%	Shares	Sole	2026-08-12
2026-03-31	$642,452	8,070	+12.1%	Shares	Sole	2026-05-11
2025-12-31	$670,760	7,197	-10.6%	Shares	Sole	2026-02-06
2025-09-30	$674,667	8,049	+2.2%	Shares	Sole	2025-11-07
2025-06-30	$631,105	7,877	-12.7%	Shares	Sole	2025-08-08
2025-03-31	$647,689	9,022	-1.7%	Shares	Sole	2025-04-30
2024-12-31	$644,381	9,174	+49.6%	Shares	Sole	2025-02-10
2024-09-30	$346,396	6,132	-3.3%	Shares	Sole	2024-11-12
2024-06-30	$376,770	6,344	+18.8%	Shares	Sole	2024-07-31
2024-03-31	$309,622	5,342	+2.1%	Shares	Sole	2024-05-06
2023-12-31	$257,519	5,232	-3.3%	Shares	Sole	2024-02-12
2023-09-30	$220,970	5,408	-14.3%	Shares	Sole	2023-10-30
2023-06-30	$269,396	6,312	+13.1%	Shares	Sole	2023-08-07
2023-03-31	$208,543	5,579	+4.2%	Shares	Sole	2023-05-03
2022-12-31	$221,066	5,354	+2.0%	Shares	Sole	2023-02-03
2022-09-30	$211,034	5,247	-7.9%	Shares	Sole	2022-10-19
2022-06-30	$223,151	5,697	-18.5%	Shares	Sole	2022-07-20
2022-03-31	$338,783	6,991	+14.0%	Shares	Sole	2022-05-02
2021-12-31	$294,309	6,134	+10.6%	Shares	Sole	2022-02-10
2021-09-30	$257,297	5,544	-2.5%	Shares	Sole	2021-10-12
2021-06-30	$257,654	5,689	+8.0%	Shares	Sole	2021-07-14
2021-03-31	$205,859	5,269	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.