Weaver Consulting Group

Position in WFC — Wells Fargo & Company/Mn

CIK 1780055 HUNTINGTON BEACH, CA

Position in WFC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$616,824

+$18,874 QoQ

Shares Held

7,464

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,660

of 2,858 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Financial Services · as of Jun 30, 2026

Weaver Consulting Group holds $2,518,501 across 4 Banks - Diversified names. WFC ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,272	$1,071,023
2	WFC	Wells Fargo & Company/Mn This page	7,464	$616,824
3	BAC	Bank Of America Corp /De/	8,452	$481,594
4	C	Citigroup Inc	2,494	$349,060

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,824	7,464	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$597,950	7,511	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$693,687	7,443	+0.0%	Shares	Sole	2026-02-10
2025-09-30	$623,704	7,441	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$586,638	7,322	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$521,697	7,267	+0.1%	Shares	Sole	2025-04-28
2024-12-31	$509,801	7,258	0.0%	Shares	Sole	2025-01-08
2024-09-30	$410,004	7,258	0.0%	Shares	Sole	2024-11-14
2024-06-30	$431,052	7,258	-15.4%	Shares	Sole	2024-07-12
2024-03-31	$497,180	8,578	+61.6%	Shares	Sole	2024-04-16
2023-12-31	$261,259	5,308	0.0%	Shares	Sole	2024-01-22
2023-09-30	$216,884	5,308	0.0%	Shares	Sole	2023-10-13
2023-06-30	$226,545	5,308	-1.0%	Shares	Sole	2023-07-19
2023-03-31	$200,506	5,364	0.0%	Shares	Sole	2023-04-11
2022-12-31	$221,479	5,364	0.0%	Shares	Sole	2023-01-09
2022-09-30	$215,740	5,364	-1.1%	Shares	Sole	2022-10-04
2022-06-30	$212,418	5,423	+4.8%	Shares	Sole	2022-07-20
2022-03-31	$250,683	5,173	-2.6%	Shares	Sole	2022-05-06
2021-12-31	$254,917	5,313	-4.8%	Shares	Sole	2022-02-01
2021-09-30	$259,014	5,581	-6.3%	Shares	Sole	2021-10-28
2021-06-30	$269,747	5,956	-19.1%	Shares	Sole	2021-07-06
2021-03-31	$287,516	7,359	+46.2%	Shares	Sole	2021-04-07
2020-09-30	$118,349	5,034	+31.3%	Shares	Sole	2020-10-28
2020-06-30	$98,150	3,834	+24.2%	Shares	Sole	2020-07-24
2020-03-31	$88,568	3,086	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.