Kingsview Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1791965
GRANTS PASS, OR
Position in WFC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,206,482
+$293,806 QoQ
Shares Held
99,304
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#553
of 2,859 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)
Derivatives in WFC
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$40,464
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $72,287,176 across 10 Banks - Diversified names. WFC ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
150,478 | $49,255,963 | |
| 2 | WFC |
Wells Fargo & Company/Mn
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|
99,304 | $8,206,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
129,349 | $7,370,306 | |
| 4 | C |
Citigroup Inc
|
19,297 | $2,700,808 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,895 | $2,587,795 | |
| 6 | RY |
Royal Bank Of Canada
|
3,541 | $732,880 | |
| 7 | UBS |
UBS Group AG
|
10,019 | $496,541 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,512 | $348,313 |
All Filings in WFC
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,206,482 | 99,304 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,912,676 | 99,393 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,052,888 | 97,134 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,774,305 | 92,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,339,414 | 79,124 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,694,023 | 79,315 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,411,640 | 77,045 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,404,751 | 77,974 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,836,305 | 81,433 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,646,131 | 80,161 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,133,788 | 63,669 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,026,908 | 74,080 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,542,575 | 59,573 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,175,777 | 58,207 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,469,307 | 59,804 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,829,275 | 70,345 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,599,869 | 66,374 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,415,965 | 91,126 | Shares | Sole | 2024-02-08 | |
| 2022-03-31 | $40,464 | 10,000 | Put | Sole | 2024-02-08 | |
| 2021-12-31 | $3,893,720 | 81,153 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,789,190 | 81,646 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $18,116 | 400 | Call | Sole | 2021-08-17 | |
| 2021-06-30 | $4,320,575 | 95,398 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $23,442 | 600 | Call | Sole | 2021-05-24 | |
| 2021-03-31 | $3,493,756 | 89,423 | Shares | Sole | 2021-05-24 | |
| 2021-03-31 | $23,442 | 600 | Put | Sole | 2021-05-24 | |
| 2020-12-31 | $2,258,610 | 74,838 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,510 | 1,000 | Call | Sole | 2020-11-19 | |
| 2020-09-30 | $4,702 | 200 | Put | Sole | 2020-11-19 | |
| 2020-09-30 | $1,822,189 | 77,507 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,560 | 100 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $2,168,243 | 84,697 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $2,560 | 100 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $1,661,184 | 57,881 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||