Marks Group Wealth Management, Inc
Position in WFC — Wells Fargo & Company/Mn
CIK 1802473
MINNETONKA, MN
Position in WFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,196,514
+$204,851 QoQ
Shares Held
38,680
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#818
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. WFC ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,463 | $7,025,483 | |
| 2 | WFC |
Wells Fargo & Company/Mn
This page
|
38,680 | $3,196,514 | |
| 3 | SAN |
Banco Santander, S.A.
|
68,891 | $950,695 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
35,541 | $706,910 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,297 | $693,871 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,922 | $451,395 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,644 | $392,037 | |
| 8 | UBS |
UBS Group AG
|
6,941 | $343,995 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,196,514 | 38,680 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,991,663 | 37,579 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,455,389 | 37,075 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,843,677 | 33,926 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,677,449 | 33,418 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,166,119 | 30,173 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,137,192 | 30,427 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,759,549 | 31,148 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,865,558 | 31,412 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,138,317 | 36,893 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,005,813 | 40,752 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $1,834,572 | 44,899 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $2,355,380 | 55,187 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $1,949,179 | 52,145 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,918,993 | 46,476 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,675,886 | 41,668 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,425,670 | 36,397 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,376,990 | 28,415 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,122,395 | 23,393 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $909,727 | 19,602 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $733,380 | 16,193 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $683,998 | 17,507 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $452,458 | 14,992 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $587,185 | 24,976 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $616,729 | 24,091 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $538,842 | 18,775 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||