Position in WFC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,915,595
-$90,736 QoQ
Shares Held
23,180
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,028
of 2,853 holders
Holding Since
Mar 2022
17 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, 2026Everhart Financial Group, Inc. holds $14,891,173 across 7 Banks - Diversified names. WFC ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,883 | $9,126,942 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,011 | $2,507,746 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
23,180 | $1,915,595 | |
| 4 | C |
Citigroup Inc
|
3,470 | $485,661 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,021 | $436,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,255 | $214,427 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,778 | $203,936 |
All Filings in WFC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915,595 | 23,180 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,006,331 | 25,202 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,318,816 | 24,880 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,849,488 | 22,065 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,686,606 | 21,051 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,399,187 | 19,490 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,303,935 | 18,564 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $941,518 | 16,667 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $907,182 | 15,275 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $592,351 | 10,220 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $408,427 | 8,298 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $361,978 | 8,859 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $315,234 | 7,386 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $229,774 | 6,147 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $416,317 | 10,351 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $210,969 | 5,386 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $350,705 | 7,237 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||