Cornerstone Wealth Group, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1774879
HUNTERSVILLE, NC
Position in WFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$845,655
+$156,711 QoQ
Shares Held
10,233
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,469
of 2,858 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $45,842,333 across 9 Banks - Diversified names. WFC ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,277 | $18,748,480 | |
| 2 | BAC |
Bank Of America Corp /De/
|
304,350 | $17,341,863 | |
| 3 | C |
Citigroup Inc
|
52,619 | $7,364,555 | |
| 4 | WFC |
Wells Fargo & Company/Mn
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|
10,233 | $845,655 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,239 | $468,391 | |
| 6 | BCS |
Barclays PLC
|
14,194 | $381,250 | |
| 7 | SAN |
Banco Santander, S.A.
|
17,463 | $240,989 | |
| 8 | ING |
Ing Groep NV
|
7,201 | $225,967 |
All Filings in WFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,655 | 10,233 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $688,944 | 8,654 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $827,709 | 8,881 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $728,814 | 8,695 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $711,305 | 8,878 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $539,932 | 7,521 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $406,338 | 5,785 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $307,926 | 5,451 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $349,272 | 5,881 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $292,060 | 5,039 | Shares | Sole | 2024-04-17 | |
| 2022-09-30 | $215,096 | 5,348 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $213,045 | 5,439 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,369,617 | 69,534 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||