Position in WFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,420,498
+$73,099 QoQ
Shares Held
17,189
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,164
of 2,859 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $27,619,807 across 19 Banks - Diversified names. WFC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,685 | $16,263,391 | |
| 2 | BAC |
Bank Of America Corp /De/
|
85,462 | $4,869,624 | |
| 3 | C |
Citigroup Inc
|
17,782 | $2,488,768 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
17,189 | $1,420,498 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,683 | $966,428 | |
| 6 | TD |
Toronto Dominion Bank
|
1,934 | $234,845 | |
| 7 | RY |
Royal Bank Of Canada
|
1,118 | $231,392 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,694 | $230,377 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,420,498 | 17,189 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,347,399 | 16,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,239,466 | 13,299 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,036,601 | 12,367 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $974,018 | 12,157 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $654,868 | 9,122 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $478,193 | 6,808 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $346,227 | 6,129 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $298,850 | 5,032 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $100,096 | 1,727 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $124,871 | 2,537 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $106,317 | 2,602 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $104,992 | 2,460 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $110,383 | 2,953 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $103,844 | 2,515 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $107,467 | 2,672 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $108,931 | 2,781 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $180,368 | 3,722 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $166,010 | 3,460 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $35,178 | 758 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $61,820 | 1,365 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $47,860 | 1,225 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $31,839 | 1,055 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $33,525 | 1,426 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $180,403 | 7,047 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $90,864 | 3,166 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||