Position in WFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,189,768
+$90,195 QoQ
Shares Held
14,397
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,254
of 2,858 holders
Holding Since
Mar 2021
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, 2026Berger Financial Group, Inc holds $9,874,857 across 7 Banks - Diversified names. WFC ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,783 | $4,184,259 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
9,393 | $1,659,743 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
14,397 | $1,189,768 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
9,877 | $1,135,855 | |
| 5 | BAC |
Bank Of America Corp /De/
|
14,340 | $817,093 | |
| 6 | C |
Citigroup Inc
|
3,447 | $482,442 | |
| 7 | TD |
Toronto Dominion Bank
|
3,341 | $405,697 |
All Filings in WFC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,768 | 14,397 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,099,573 | 13,812 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,187,554 | 12,742 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,183,454 | 14,119 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,193,868 | 14,901 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $890,124 | 12,399 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $859,175 | 12,232 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $512,816 | 9,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,840 | 8,130 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $429,715 | 7,414 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $333,219 | 6,770 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $293,579 | 7,185 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $272,170 | 6,377 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $219,682 | 5,877 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $242,454 | 5,872 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $258,051 | 6,416 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $262,478 | 6,701 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $309,077 | 6,378 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $305,392 | 6,365 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $279,852 | 6,030 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $274,865 | 6,069 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $236,686 | 6,058 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||