Sargent Investment Group, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1766157 BETHESDA, MD

Position in WFC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$370,723

+$18,847 QoQ

Shares Held

4,486

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,016

of 2,858 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $22,175,791 across 5 Banks - Diversified names. WFC ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	39,208	$12,833,954
2	BAC	Bank Of America Corp /De/	115,727	$6,594,124
3	C	Citigroup Inc	15,354	$2,148,945
4	WFC	Wells Fargo & Company/Mn This page	4,486	$370,723
5	TD	Toronto Dominion Bank	1,878	$228,045

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,723	4,486	+1.5%	Shares	Sole	2026-08-11
2026-03-31	$351,876	4,420	+3.8%	Shares	Sole	2026-05-11
2025-12-31	$397,032	4,260	+0.9%	Shares	Sole	2026-02-13
2025-06-30	$338,106	4,220	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$305,466	4,255	+14.9%	Shares	Sole	2025-05-05
2024-12-31	$260,168	3,704	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.