Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$567,902
-$12,216 QoQ
Shares Held
6,872
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,727
of 2,853 holders
Holding Since
Mar 2020
22 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, 2026Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. WFC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,658 | $17,891,203 | |
| 2 | BAC |
Bank Of America Corp /De/
|
24,597 | $1,401,537 | |
| 3 | RY |
Royal Bank Of Canada
|
3,402 | $704,111 | |
| 4 | C |
Citigroup Inc
|
4,853 | $679,225 | |
| 5 | WFC |
Wells Fargo & Company/Mn
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|
6,872 | $567,902 | |
| 6 | BNS |
Bank Of Nova Scotia
|
6,413 | $556,904 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,035 | $536,284 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,172 | $314,092 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,902 | 6,872 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $580,118 | 7,287 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $689,773 | 7,401 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $582,046 | 6,944 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $598,256 | 7,467 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $535,912 | 7,465 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $516,264 | 7,350 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $309,734 | 5,483 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $319,340 | 5,377 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $302,319 | 5,216 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $261,702 | 5,317 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $215,618 | 5,277 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $230,258 | 5,395 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $219,121 | 5,862 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $233,536 | 5,656 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $226,800 | 5,639 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $240,268 | 6,134 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $244,577 | 5,047 | Shares | Sole | 2022-05-12 | |
| 2020-12-31 | $228,402 | 7,568 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $378,228 | 16,088 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $280,627 | 10,962 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $640,067 | 22,302 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||