Financial Gravity Asset Management, Inc.
Position in WFC — Wells Fargo & Company/Mn
CIK 1741736
Lakeway, TX
Position in WFC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$73,878
+$67,760 QoQ
Shares Held
928
+1171.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $233,650 across 7 Banks - Diversified names. WFC ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
382 | $112,369 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
928 | $73,878 | |
| 3 | BAC |
Bank Of America Corp /De/
|
698 | $34,027 | |
| 4 | UBS |
UBS Group AG
|
340 | $13,283 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $39 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2 | $33 | |
| 7 | BCS |
Barclays PLC
|
1 | $21 |
All Filings in WFC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,878 | 928 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $6,118 | 73 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $66,621 | 928 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $230 | 4 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $49 | 1 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $40 | 1 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,835 | 43 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,383 | 37 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,692 | 41 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $25,728 | 640 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $27,486 | 702 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $41,868 | 864 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $55,272 | 1,152 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,780 | 103 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,936 | 109 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,883 | 125 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,720 | 57 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $19,514 | 680 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||