Position in WFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$696,324
-$91,496 QoQ
Shares Held
8,426
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,585
of 2,853 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Csenge Advisory Group holds $21,898,842 across 12 Banks - Diversified names. WFC ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
44,541 | $14,579,605 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,896 | $1,817,434 | |
| 3 | C |
Citigroup Inc
|
12,039 | $1,684,978 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,647 | $816,612 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
8,426 | $696,324 | |
| 6 | TD |
Toronto Dominion Bank
|
3,443 | $418,083 | |
| 7 | BCS |
Barclays PLC
|
14,072 | $377,973 | |
| 8 | RY |
Royal Bank Of Canada
|
1,688 | $349,365 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,324 | 8,426 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $787,820 | 9,896 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,128,279 | 12,106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,081,948 | 12,908 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,117,914 | 13,953 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $990,271 | 13,794 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,161,207 | 16,532 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,109,068 | 19,633 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,162,856 | 19,580 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,143,434 | 19,728 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $974,556 | 19,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $846,741 | 20,723 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $820,565 | 19,226 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $692,352 | 18,522 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $873,242 | 21,149 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $881,622 | 21,920 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $831,187 | 21,220 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,003,655 | 20,711 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $923,087 | 19,239 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $627,370 | 13,518 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $871,334 | 19,239 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $710,956 | 18,197 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $469,872 | 15,569 | Shares | Sole | 2021-01-26 | |
| 2020-06-30 | $228,019 | 8,907 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||