MBL Wealth, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1845785 CHARLOTTE, NC

Position in WFC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$994,737

+$383,731 QoQ

Shares Held

12,037

+56.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,348

of 2,858 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $9,053,539 across 5 Banks - Diversified names. WFC ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,232	$4,331,230
2	BAC	Bank Of America Corp /De/	42,943	$2,446,892
3	C	Citigroup Inc	7,585	$1,061,596
4	WFC	Wells Fargo & Company/Mn This page	12,037	$994,737
5	BNY	Bank of New York Mellon Corp	1,515	$219,084

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$994,737	12,037	+56.8%	Shares	Sole	2026-07-15
2026-03-31	$611,006	7,675	+5.3%	Shares	Sole	2026-04-28
2025-12-31	$679,428	7,290	+20.7%	Shares	Sole	2026-01-21
2025-09-30	$506,272	6,040	+2.7%	Shares	Sole	2025-10-16
2025-06-30	$471,105	5,880	-2.1%	Shares	Sole	2025-07-22
2025-03-31	$431,170	6,006	+35.3%	Shares	Sole	2025-05-21
2024-12-31	$311,725	4,438	-5.5%	Shares	Sole	2025-04-21
2024-09-30	$265,277	4,696	-2.9%	Shares	Sole	2025-01-08
2024-06-30	$287,210	4,836	+2.4%	Shares	Sole	2024-07-19
2024-03-31	$273,803	4,724	+5.4%	Shares	Sole	2024-04-22
2023-12-31	$220,505	4,480	-15.8%	Shares	Sole	2024-01-18
2023-06-30	$227,057	5,320	-31.7%	Shares	Sole	2023-07-17
2022-03-31	$377,261	7,785	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.