Position in WFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,077,870
+$364,542 QoQ
Shares Held
49,345
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#747
of 2,859 holders
Holding Since
Dec 2020
23 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, 2026Foster Group, Inc. holds $10,657,305 across 12 Banks - Diversified names. WFC ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
49,345 | $4,077,870 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,862 | $2,900,798 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,652 | $777,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
4,853 | $461,471 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
20,235 | $402,474 | |
| 6 | SAN |
Banco Santander, S.A.
|
25,394 | $350,437 | |
| 7 | UBS |
UBS Group AG
|
6,458 | $320,058 | |
| 8 | RY |
Royal Bank Of Canada
|
1,462 | $302,590 |
All Filings in WFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,077,870 | 49,345 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,713,328 | 46,644 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,871,994 | 41,545 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,459,502 | 41,273 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,301,264 | 41,204 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,971,818 | 41,396 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,769,001 | 39,422 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,438,221 | 43,162 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,059,950 | 51,523 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,783,760 | 48,029 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,320,526 | 47,146 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,926,385 | 47,146 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,041,896 | 47,842 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,757,345 | 47,013 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,979,029 | 47,930 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,945,441 | 48,370 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,900,920 | 48,530 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,342,314 | 48,335 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,326,454 | 48,488 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,294,974 | 49,450 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,398,966 | 52,969 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,108,490 | 53,967 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,685,100 | 55,835 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||