Princeton Global Asset Management LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1767349
PRINCETON, NJ
Position in WFC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,043,356
+$13,779 QoQ
Shares Held
24,726
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,006
of 2,858 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, 2026Princeton Global Asset Management LLC holds $31,072,248 across 10 Banks - Diversified names. WFC ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,373 | $21,071,214 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,375 | $7,542,727 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
24,726 | $2,043,356 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
974 | $140,850 | |
| 5 | C |
Citigroup Inc
|
974 | $136,321 | |
| 6 | BNS |
Bank Of Nova Scotia
|
650 | $56,446 | |
| 7 | SAN |
Banco Santander, S.A.
|
3,000 | $41,400 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
100 | $17,670 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,043,356 | 24,726 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,029,577 | 25,494 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,446,127 | 26,246 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,151,491 | 25,668 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $39,979 | 499 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,429 | 201 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $14,048 | 200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,241 | 199 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,754 | 501 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,360 | 196 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $9,597 | 195 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,926 | 194 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $8,237 | 193 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,139 | 191 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,845 | 190 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,601 | 189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,363 | 188 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,062 | 187 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,381 | 133 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,172 | 133 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,023 | 133 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,196 | 133 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,013 | 133 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,126 | 133 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $3,404 | 133 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,104 | 143 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||