Sovereign Financial Group, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1846175 STAMFORD, CT

Position in WFC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$244,118

+$1,228 QoQ

Shares Held

2,954

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,361

of 2,858 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sovereign Financial Group, Inc. holds $5,750,981 across 4 Banks - Diversified names. WFC ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,640	$2,828,131
2	BAC	Bank Of America Corp /De/	37,867	$2,157,661
3	C	Citigroup Inc	3,723	$521,071
4	WFC	Wells Fargo & Company/Mn This page	2,954	$244,118

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,118	2,954	-3.2%	Shares	Sole	2026-07-24
2026-03-31	$242,890	3,051	+1.9%	Shares	Sole	2026-04-17
2025-12-31	$279,040	2,994	+10.8%	Shares	Sole	2026-01-07
2025-09-30	$226,565	2,703	-8.7%	Shares	Sole	2025-10-17
2025-06-30	$237,155	2,960	+1.8%	Shares	Sole	2025-07-25
2025-03-31	$208,837	2,909	-2.7%	Shares	Sole	2025-04-11
2024-12-31	$210,087	2,991	-20.5%	Shares	Sole	2025-01-14
2024-03-31	$217,987	3,761	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.