Cooper Financial Group

Position in WFC — Wells Fargo & Company/Mn

CIK 1751581 IRVINE, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$552,035

+$38,073 QoQ

Shares Held

6,680

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,751

of 2,858 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cooper Financial Group holds $8,938,195 across 7 Banks - Diversified names. WFC ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,911	$3,244,167
2	C	Citigroup Inc	19,649	$2,750,074
3	BAC	Bank Of America Corp /De/	26,332	$1,500,397
4	WFC	Wells Fargo & Company/Mn This page	6,680	$552,035
5	RY	Royal Bank Of Canada	1,671	$345,846
6	ING	Ing Groep NV	9,380	$294,344
7	BNY	Bank of New York Mellon Corp	1,738	$251,332

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,035	6,680	+3.5%	Shares	Sole	2026-07-08
2026-03-31	$513,962	6,456	-8.2%	Shares	Sole	2026-04-07
2025-12-31	$655,289	7,031	+9.6%	Shares	Sole	2026-01-08
2025-09-30	$537,872	6,417	-3.1%	Shares	Sole	2025-10-07
2025-06-30	$530,714	6,624	-16.1%	Shares	Sole	2025-07-18
2025-03-31	$566,925	7,897	+40.6%	Shares	Sole	2025-05-12
2024-12-31	$394,397	5,615	+22.1%	Shares	Sole	2025-01-13
2024-09-30	$259,741	4,598	+10.6%	Shares	Sole	2024-11-14
2024-06-30	$246,943	4,158	-26.7%	Shares	Sole	2024-07-15
2024-03-31	$328,633	5,670	-43.0%	Shares	Sole	2024-04-11
2021-09-30	$461,547	9,945	+2.2%	Shares	Sole	2021-10-06
2021-06-30	$440,716	9,731	+1.0%	Shares	Sole	2021-07-12
2021-03-31	$376,400	9,634	-40.4%	Shares	Sole	2021-05-17
2020-12-31	$487,889	16,166	+102.3%	Shares	Sole	2021-02-16
2020-06-30	$204,569	7,991	-13.2%	Shares	Sole	2020-07-15
2020-03-31	$264,269	9,208	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.