Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$108,506
+$9,870 QoQ
Shares Held
1,313
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,590
of 2,853 holders
Holding Since
Mar 2020
22 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, 2026TSFG, LLC holds $2,153,853 across 6 Banks - Diversified names. WFC ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,995 | $1,307,683 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,283 | $414,985 | |
| 3 | C |
Citigroup Inc
|
1,701 | $238,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
1,313 | $108,506 | |
| 5 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1,414 | $84,133 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
5 | $475 |
All Filings in WFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,506 | 1,313 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $98,636 | 1,239 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $115,474 | 1,239 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $106,451 | 1,270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $99,268 | 1,239 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $105,603 | 1,471 | Shares | Sole | 2025-04-24 | |
| 2023-12-31 | $6,792 | 138 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,638 | 138 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,889 | 138 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,158 | 138 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,698 | 138 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,550 | 138 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $8,891 | 227 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $11,775 | 243 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,659 | 243 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,277 | 243 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $11,005 | 243 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,494 | 243 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,536 | 316 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $7,429 | 316 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,684 | 183 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $4,419 | 154 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||